Newsletters

Greg and the Provider Group family are passionate about educating our clients on a variety of topics. Check out our monthly newsletters below to see what we think.

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 is an...

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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...

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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...

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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. There's...

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August 2018 PGWA Newsletter

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...

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July 2018 PGWA Newsletter

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...

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June 2018 PGWA Newsletter

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...

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May 2018 PGWA Newsletter

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...

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April 2018 PGWA Newsletter

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...

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