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Access your 2024 tax forms through Investor360° now!

Click the button above to visit the Tax Center on our website for more information on timing and delivery of your Commonwealth tax forms.

Explore the potential market implications of recent trade policies and deregulation efforts, along with strategies for maintaining portfolio resilience amid economic volatility.

Ever feel like your grocery budget doesn’t stretch as far as it used to? That’s purchasing power at work! Learn more about how the value of your money changes over time, and how to adjust your financial strategies, with these practical tips.

Subscription fatigue is real! With everything from streaming services to meal kits on auto-renew, it’s easy to lose track of those small charges that quickly add up. Check out this simple guide to reclaim control over your subscriptions and keep your finances on track.

Thank you to everyone who contributed items to our collection for the Wayne Central School District food pantry over the holidays. We appreciate the community support!

In this video, managing principal and chief investment officer at Commonwealth Financial Network^®, Brad McMillan, recaps the market and economic news for the prior month.

If you have any questions regarding market conditions, please feel free to contact Weller Financial Group at 315-524-8000.



Best,

Weller Financial Group

Weller Financial Group is located at 6206 Slocum Road, Ontario, NY 14519 and can be reached at 315-524-8000. Financial Advisors at Weller Financial Group offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.