Financial Advising Resources

In addition to providing personal financial planning services, PWR is pleased to provide free resources to get financial and investment information. We invite you to learn more about the value and benefits of planning now for your future through our free downloads and helpful links. Our current clients can review all important information relating to their meetings and data gathering process via for our clients.

Free Downloads

Check out these articles and other materials, which you can easily download to your phone, tablet and computer. Learn More >>

Helpful Links

The Web is an invaluable repository of information on financial planning – if you know where to look. Learn More >>

For Our Clients

A guide for our current clients to their documents and meetings. Learn More >>


In the Media

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Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Dear Linda, I remember being told that I shouldn’t keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Curious Carl Dear Curious Carl, Protecting your money in the bank versus your money in a brokerage firm requires two separate approaches. Let me explain the process for both. How to protect... Read More

Impact Investing: Creating a Strategy

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. We recommend a top-down, holistic approach to impact investing versus divesting from companies or industries in an ad hoc manner, which can lead to underperformance. At a minimum, it can mean the inclusion of environmental, social and governance (ESG) ratings in the... Read More