Love and Money
KCUR ‘Up to Date’ Radio Broadcast’ featuring Alex Petrovic Money is the leading cause of stress in many relationships...
Read More
A Guide for Same Sex Couples
In June of 2015, the Supreme Court ruled that the Constitution guarantees a right to same-sex marriage. This opens up...
Read More
Market Update - Recession, Correction, Bear Market... Oh My?
Alex III All of us welcomed 2016 by celebrating with friends and family, but since January 1 the markets have given us...
Read More
2015 Is A Wrap. What's Next? – Sandi
All that jumping up and down for nothin' should be 2015's tag line. Bonds were flat. U.S. large company stocks were flat...
Read More
Financial Planning News – 529 Plans and Qualified Charitable Distributions – Alex III
On December 18 the Bipartisan Budget Act of 2015 was signed. Included in the legislation were a couple of minor, but...
Read More
Fiduciaries and Sweaters? – Alex
--Suitability means selling you a sweater that fits. Fiduciary duty means it actually has to look good on you.-- Ever...
Read More
2015 Tax Reporting Update
For those clients who transferred their accounts from Schwab to Raymond James in 2015, please be aware you will receive...
Read More
PWFS First Quarter 2016 Newsletter
We have 3 good articles in this edition. Sandi reviews last year's markets and gives a preview of 2016. Alex writes...
Read More
Despite Wall Street’s 2016 slide, don’t ‘head for the hills’ just yet
Has Wall Street got you scared, or just worried? In the first two weeks of the new year, according to various reports...
Read More
Financial planning firms 'raise the bar' with merger, succession plans
Founded on Kansas City's Country Club Plaza in 2002, Petrovic Financial Services now has a new brand name for the firm...
Read More
Year End Planning and Higher Interest Rates
KCUR Radio Broadcast featuring Sandi Weaver Listen Now
Read More
First PWFS Newsletter! - November 2015
In this edition, you'll find an update regarding the merger of Financial Security Advisors and Petrovic Financial...
Read More
