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October 2016

PWFS Fourth Quarter 2016 Newsletter

Autumn is here. What beautiful weather we have.

  • Alex III discusses the economy and financial markets. 
  • Alex discusses the current interesting U.S. political environment and investing implications.
  • Sandi discusses ways you can be smart when giving to charities.
  • Rey discusses ways to protect your digital information and changes in laws regarding required minimum distributions.

Don’t Get Taken Twice on the Second Marriage

 In recent months, I’ve heard “She’s just with him for his money. She doesn’t even work! Selling on Ebay isn’t a real job.” I’ve heard “He’s in there for a free ride.” We’ve all known people who sign up for a second marriage. We’ve likely all known people where others wonder if the future mate truly loves our friend.

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Give Smart to Charities

We’re nearing the season to give to our favorite charities. Be smart about it! You can do better than just writing a check. Please click on ‘read more’ to find a list of strategies to use.

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Is Your Digital Information Safe?

October is National Cybersecurity Awareness Month, an initiative created by the Department of Homeland Security to ensure every American has the resources they need to stay safe and more secure online. As we become more dependent on and comfortable with technology, scammers and hackers are becoming more sophisticated. Please click on ‘read more’ for a few preventative methods from the Department of Homeland Security to protect yourself and your family from cyber-attacks.

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What Will Happen to You When Hillary or Donald Wins?

Many of you have asked me about the presidential election. This topic is almost always the number one question on your minds. My first reaction is to remind investors that proposal differences during the election are always bigger than implementation differences post-election. Our current divided government ensures that presidents get only a small portion of what they want.

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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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