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Breaking up with bad financial habits and NOT to fall in love with the stockmarket just now...

Sandi Weaver spoke on the KCUR 'Smart Money Experts' panel on February 19, 2018 with Steve Karske. 

The panel of financial planners explain healthy spending routines and investing in stocks.

Breaking up with bad financial habits and NOT to fall in love with the stockmarket just now...

Sandi Weaver spoke on the KCUR 'Smart Money Experts' panel on February 19, 2018 with Steve Karske. 

The panel of financial planners explain healthy spending routines and investing in stocks.

1st Quarter 2018 Newsletter - Facts & Perspectives

1st Quarter 2018 Newsletter  

Back to work. The holidays are over!  (bah humbug) 

The timely topics covered:

2017 Tax Reporting Update

2017 Tax Reporting Update

Raymond James will mail retail composite Form 1099 tax statements in three main groups. The date your forms will be produced typically depends on the holdings in your account, as detailed below:

You Can't Know Where You Are Going Until You Know Where You Have Been - Sandi Weaver, CPA, CFP®, CFA®

That cliché has a point. What can we learn from what happened in the markets over the last 12 months?

Market Recap – Jim Stoutenborough, CFP®

Let’s do the numbers:

The U.S. stock markets kept their strong momentum through year-end. December showed gains with the S&P 500 up 1.1%, the Dow Jones Industrial Average up 1.9% and the Russell 2000, the only laggard, down slightly with a -0.4% loss. International markets carried on with a 2.5% gain and bonds were up a bit 0.5%.

How Will the New Tax Bill Affect You? – Sandi Weaver, CPA, CFP®, CFA®

This was published in the Star http://www.kansascity.com/news/business/personal-finance/article19503562...

Do you have less than $11,200,000? Good news! You won’t have to pay estate taxes! But let’s assume that wasn’t worrying you before, when the cutoff was at $5 million.

What else is in that tax bill?

The Year Ahead: Still Optimistic and Still Cautious - Alex III

On the heels of a wonderful 2017 global stock market rally, several clients have expressed concern for what 2018 might bring. Ultimately, we believe the global economic expansion has further room to run, but still think we are in the latter stages of this economic expansion and bull stock market.

Are you ready for your Hurricane Harvey?

Sandi Weaver's excellent article recently appeared in the Kansas City Star and the '913' Johnson County edition.

The Equifax Hack – Should You Place a Credit Freeze on Your Accounts?

By now, we’re all aware that 143 million of us have had our personal financial data leaked out to hackers, thanks to Equifax, which is one of the three major credit bureaus. The other two are Experian and TransUnion.

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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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