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Blog

Your financial planner: You’re retired, but what happens if …

Sep 11, 2018
Can You Retire?
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Find the tools to invest based on your values!

Sep 11, 2018
Petrovic Weaver Financial can help you invest in your values - Green Energy - No Guns - Whatever your cause.
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At the 10th Anniversary of the U.S. Financial Crisis, is our Financial System Safer?

Sep 11, 2018
Mid-March marked the 10th anniversary of the Bear Sterns bailout. Six months later in 2008 Lehman Brothers collapsed and...
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Saving for Education: 529 Plans

Sep 11, 2018
The cost of college tuition has skyrocketed over the past few decades to the tune of nearly double the rate of inflation
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Read All About It! The Dow Slides 500 Points Today

Sep 11, 2018
Enough already! These huge point swings in the stock market – up or down – are driving some investors crazy! You’ve got...
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Breaking up with bad financial habits and NOT to fall in love with the stockmarket just now...

Feb 28, 2018
Categories
In the News
Sandi Weaver spoke on the KCUR 'Smart Money Experts' panel on February 19, 2018 with Steve Karske. The panel of...
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1st Quarter 2018 Newsletter - Facts & Perspectives

Jan 24, 2018
1st Quarter 2018 Newsletter Back to work. The holidays are over! (bah humbug) The timely topics covered: Alex discusses...
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2017 Tax Reporting Update

Jan 23, 2018
2017 Tax Reporting Update Raymond James will mail retail composite Form 1099 tax statements in three main groups. The...
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You Can't Know Where You Are Going Until You Know Where You Have Been - Sandi Weaver, CPA, CFP®, CFA®

Jan 23, 2018
That cliché has a point. What can we learn from what happened in the markets over the last 12 months? Show Me the Money...
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Market Recap – Jim Stoutenborough, CFP®

Jan 23, 2018
Let’s do the numbers: The U.S. stock markets kept their strong momentum through year-end. December showed gains with the...
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How Will the New Tax Bill Affect You? – Sandi Weaver, CPA, CFP®, CFA®

Jan 23, 2018
Categories
In the News
This was published in the Star http://www.kansascity.com/news/business/personal-finance/article19503562... Do you have...
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The Year Ahead: Still Optimistic and Still Cautious - Alex III

Jan 23, 2018
On the heels of a wonderful 2017 global stock market rally, several clients have expressed concern for what 2018 might...
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 4200 Somerset Drive, Suite 217
Prairie Village, KS 66208

 913-385-5523

 [email protected]

Client Update:  Due to increased market volatility, the resulting client service effects, and various other circumstances related the COVID-19 pandemic, Petrovic Financial Solutions will be relying on regulatory relief providing extensions for filing Form ADV and for providing clients disclosure document notifications.  The firm expects to submit its Form ADV annual update filing on or before May 14, 2020 and expects to provide clients an offer for an updated copy on or before June 14, 2020.  Please contact the firm’s Compliance Department with any questions.

Petrovic Financial Services is an independent SEC Registered Investment Advisory firm.

Content on this site is for information purposes only and should not be considered investment, legal, tax or insurance advice. Materials presented are believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.

Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.

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