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PWR was highlighted in the New York Times this month as a fee-only, fiduciary solution for people at all stages of life who want a financial roadmap for the future.
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Articles We Read This Month
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Can a robot take your job? Take this test to find out. If you want to learn more about jobs that are "robot proof", read this article or our Book Club book for this month.
Meal-kit subscription services like Blue Apron & HelloFresh are expensive and rigid (you need to make a schedule in advance). Albertsons' new meal-kits may end up being a better solution.
The U.K. and Australia are banning commission-based financial advice. The financial industry in the US has powerful lobbies preventing us from doing the same. Good financial advice isn't cheap, but wouldn't you rather know what you are paying for? Choose fee-only and fiduciary.
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Our new Advocacy & Pro-Bono page is live. This page was created as a way to let you know how we are advocating for our clients at the public policy level and what we are doing to help our communities. |
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Winner from Last Month's Giveaway
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Congrats to Michael from San Diego who won last month's giveaway! Read Impact Investing: The Lingo, our first post in a series on the topic, to learn what ESG and other acronyms mean.
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Machine learning is here to stay. This book describes how you can position yourself given the unsettling changes you may be seeing in your industry.
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We moved to Zoom. The next meeting we have will be on this user-friendly app that requires no downloads.
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