January 2019 PGWA Newsletter

After reaching all-time highs earlier this year, the nearly decade-long bull market has been transforming itself throughout the fourth quarter. As of this writing in late December, the Dow and S&P 500, which are both in corrections, are on track for their worst...

December 2018 PGWA Newsletter – Tax Tips

I wrote last month about Identity Theft and appreciate the feedback I received on the subject.  It is occurring to a lot of people and happening at a greater pace than ever before.  I’ve included with this month’s newsletter a couple of topics.  The first...

PGWA November 2018 Newsletter

Previous PGWA newsletters have addressed cyber theft and the importance of securing your personal financial data.  Unfortunately, the trend continues. Breaches at major data reporting centers and merchants have given thieves access to identity and financial...

October 2018 PGWA Newsletter

You may have noticed in recent weeks how some news outlets have reminded us of the 10-year anniversary of the stock market crisis of 2008. One writer mentioned how buying an S&P 500 index fund in mid-September 2008 and holding it over the next 6 months created a...

September 2018 PGWA Newsletter

Game Plans and Success College and professional football kicked off recently. Many fans will be watching the action and rooting on the favorite team’s offense and their prime playmakers. For others the real playmakers are on the defensive side of the football....