NEW FEATURE: Upload important documents through your Investor360° account!

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This article discusses the reasons women are less likely to take control of family finances and advice on how women can get more involved and help set their families up for financial success. 

What steps should you take to safeguard your financial documents in this digital era?

Social Security's National Slam the Scam day is March 7, 2024. Learn more about how to protect yourself and loved ones from Social Security-related scams with this fact sheet.

As a reminder, you can check out this resource page for a timeline of various tax form availability, extensions and more.

NEW VIDEO available to help you access your Commonwealth tax forms through Investor360°!

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 Group at 315-524-8000.



Thank you,



Jennifer

Financial Advisors at Weller Group LLC offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

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