Newsletters

Safe Holiday Shopping tips As I mentioned nearby, last month I wrote about identity theft and cybersecurity.  Now as we enter the peak holiday shopping time period, it’s good to remember some key ideas to safely shop online or in the mall. Buying your gifts online can...

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 is an...

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...

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...

Back To Basics for 2018 A few weeks remain until Labor Day and our transition to Fall, so maybe you can block out some time to get Back to Basics. The basics I'm referring to are the fundamentals of a solid and successful financial plan. If you consider...

The Longevity of a Successful CEO As a follow-up to the June newsletter about longevity I found a gentleman who's kept up with the same job title for over 50 years.  Based on statements he made last month he doesn't plan to go anywhere just yet.Warren...

8,000 Days - Longevity & Impact on Our Future Retirement is seen as an endpoint by many. Preparation and planning is critical for a successful retirement lifestyle, but is "retirement" the goal? Maybe there are changes ahead in remaining actively...

Technology & Its Impact FinTech is a dynamic and complex intersection of financial services and technology-based companies. The growth of this market is significant with new companies and merging technologies driving innovation to provide consumers...

Securing Your Information The term, risk management, covers many areas in an individual and business owner's life. The idea of risk management can encompass property, health and financial assets. It should also entail cyber security. It is critical to secure financial...