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July 2017

What You Need to Know About Kansas’s 2017 Income Tax Increase

The grand experiment, a la the Laffer curve, ended in June for Kansas. The legislature overrode Governor Brownback’s veto, and is raising income taxes. Get ready to pay more.

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3rd Quarter 2017 Newsletter

Catch up on the markets, economy and taxes. Also, learn what's happening Inside & Outside of PWFS.

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Market Recap – Jim Stoutenborough, CFP®

Let’s do the numbers!

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Are You Making Money? Here’s A Year-to-Date Investment Recap

History repeats itself. It is different this time. Ditto for your investment asset classes! We are pleased with the portfolios’ performances – your return – this year. Below is a recap of where we have your money invested, what’s doing well and what’s not.

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. Barring some shock, the U.S. economy for now doesn’t look at risk of imminent recession, though we continue to believe we are in the later stages of our economic growth cycle. Let’s hit the economic highlights shall we!

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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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