Social Security & Its Impact On You

PWA Wealth Management, Inc. (“PWA”) is an investment advisor registered with the United States Securities and Exchange Commission (“SEC”).  For a detailed discussion of PWA and its investment advisory fees see the firm’s Form ADV Part 1 and 2A on file with the SEC at The views expressed herein represent the opinions of PWA.  All data provided by PWA is […]

Trump Wins!

On November 8, 2016 we the people of the United States of America elected Donald Trump as the 45th President of our great nation.  This election is historic in many ways.  Our role is to address the economic impact and we will leave the political discussions to the main stream media.  We are focused on the economic effects of this […]

3rd Quarter Global Market Update

A look at the beginning and ending values of the world’s equity indices over the first nine months of 2016 could lead to the assumption that markets have been relatively stable.  However, the facts tell a very different story. The laundry list of concerns has been considerable; the U.S. Federal Reserve and rising rates in the U.S, slowing growth in […]

A Short Note on the ETF XLF

To all clients of PWA Wealth Management who currently own the index ETF XLF (Financial Select Sector SPDR Fund) you may or may not have noticed a drop in share price over the past couple days and we wanted to let you know why this occurred.  In the past, the real estate sector and stocks within that sector were included […]

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