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Our Economic & Market Outlook is “Cautiously Optimistic” – Alex Petrovic III, CFP®

Wow, half of 2017 is already behind us and, so far, it has been a good 6 months for the U.S. and global economy. Although there are always risks, at this point in time, we do not see a U.S. recession around the corner over the next 6 – 12 months.

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Smart Money Experts Bust Popular Financial Myths, Market Effects Of Trump's Tweets

Is gold always a safe investment? Is getting a big tax return necessarily a good thing? Can money really buy happiness? Today, our Smart Money Experts answer those questions and more as they separate financial facts from fiction. They also discuss how President Donald Trump's tweets impact the stock prices of the companies, like Nordstrom and Ford, that catch his ire.

Can you be a socially responsible investor?

From the 913 Edition of The Kansas City Star written by Sandi Weaver

Many of us are card-carrying Sierra Club members and concerned about climate change. But when it comes to our money, few of us invest our values, although we'd like to.

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The Markets and Your Money – Sandi Weaver, CPA, CFP®, CFA®

We’ve had quite a run lately, but perhaps this bullet train is slowing some. The stock market’s S&P 500 companies pulled in a 6% return this quarter, on the heels of 3% returns in both the 3rd and 4th quarters of 2016. Compare these to the prior 2% and 1% quarterly returns early in 2016, and you can see growth is back.

Petrovic Weaver Hosted: ‘Technology to Help You Age in Style’

Petrovic Weaver Financial Services was proud to host two well-attended evenings of:

‘Technology to Help You Age in Style’

Smart Money Experts On Financial Wellness Gender Gap

Several factors influence a person's financial health: age, career choice, dependents ... but gender? According to a 2016 report by Financial Finesse, a firm that manages financial wellness programs for employers, women are not as financially secure in the long-term when compared to their male counterparts, especially among millennials.

A Common Insurance Planning Mistake – Rey Arellano, CFP®

Although often overlooked, insurance planning is a fundamental aspect of being financially sound. Usually, people do not like to talk about insurance because it involves losing something, i.e., wrecking your car, an injury preventing you from working, or the loss of your property. However, being underinsured (or in some cases over insured) could be a costly mistake that can easily be avoided with proper planning. The following is an example of how analyzing a policy led us to saving clients’ money and making sure they were properly insured.

2nd Quarter 2017 Newsletter

This newsletter gives a warm tribute to the passing of Alex Petrovic, Jr.

Will you Win with Trump Tax Changes?

We’ve heard the huzzahs about President Trumps’ tax changes, but little detail. Here’s a synopsis by which you can consider some smart money moves.

From the Kansas City Star 913 -  dated 4/17/2017

Smart Money Experts on Stretching Your Retirement Savings

Even if you enjoy your career, you likely plan on permanently leaving the workforce at some point. With longer life expectancy rates, and shrinking stability in government pension programs, hopeful retirees are right to be concerned about the financial viability of doing so.

KCUR Radio Broadcast aired on February 17, 2017 featuring Sandi Weaver

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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