Waverly Financial Group - Financial Planning and Investment Management

Welcome to Waverly Financial Group, Inc.

Portfolio Strategies for Tax-Loss Harvesting
Essentially, tax-loss harvesting entails realizing capital losses in a taxable account, and then redeploying the sale proceeds among similar funds, leaving the investor’s portfolio largely unchanged. The major benefit from tax loss harvesting is that a realized loss can be offset against realized gains in the investor’s portfolio, or up to $3,000 of the loss can be used to reduce ordinary income for income tax purposes.
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Diversify your portfolio with Exchange-Traded Funds
Until recently, it was difficult and expensive for small investors to create an institutional type of portfolio allocation. However, with the widespread introduction of exchange traded funds (ETF's), from the likes of Barclays Global Investors (iSHARES), and Merrill Lynch (HOLDRS) among others, it is now possible for small investors to easily build a well diversified portfolio just like the big institutions.
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Returns-Based Style Analysis
The most common application of returns-based style analysis is in determining portfolio attributes for data inputs to determine an optimal portfolio allocation. Because of its ability to match fund behavior with asset classes described on the efficient frontier, style analysis can be a useful tool to accurately implement a targeted portfolio mix.
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Adjusting Portfolio Risk/Return Profile with Derivatives
The volatility of the financial markets in the 1970's and early 1980's has led to the development of a host of new financial instruments. Among these new tools for investment management, none have grown faster or been more broadly used than options and futures contracts. However, important questions remain about the role of derivative securities in the world of investment management.
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The Independent Analyst Report
An online market report and equity analysis web site. Each issue of The Independent Analyst's Report contains background information for each company, an earnings projection and a target stock price. The Independent Analyst Report will scan literally hundreds of news items and stock charts to find the right stocks with solid fundamentals that appear poised for a major price movement based on technical analysis.
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Fee Only Financial Services Firm
Registered Investment Advisors in Maryland