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Thinking of tying the knot? Before you say “I do,” you’ll want to have a heart-to-heart about your bank accounts. Merging money or keeping things separate—which is right for you? Check out our latest guide to learn the pros and cons.

November is National Family Caregiver Month, an opportunity to honor the physical, mental and emotional effort caregivers put into their role every day. When looking after a loved one, it’s important to understand the financial challenges this life milestone can create.

Weller Financial Group is partnering with the Ryan Callahan Foundation to support families affected by pediatric cancer. Click here to learn more about the foundation and how you can help support these families through our holiday gift giving program, and Amazon wish list for household items.

Help support the Wayne Central School District food pantry by donating non-perishable items through Weller Financial Group by December 13th. We match all donations!

With the results of the 2024 U.S. presidential election, you may be wondering how the outcome could affect your portfolio and financial plans. It’s natural to feel curious about what this means for markets and the economy in times of change. Chris Fasciano, senior portfolio manager, discusses the election results and their implications for investors.

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.