The Advisor Blog

couple shopping
More Americans Embrace the Cashless Economy

A growing number of Americans are going “cashless” for everyday purchases like groceries, gas, services,

Learn More
roller coaster with a house
Financing Options to Help You Ride the Mortgage Rate Roller Coaster

The mortgage industry has been on a roller coaster ride over the last couple of years. Interest rates for fixed-rate mortgage loans

Learn More
Transformative Tech AI
Transformative Tech: Will AI Upend the American Workforce?

A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022,

Learn More
pwa-bullmarket-07102023blog
Is This Bull Timid or Ready to Charge?

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022. (1)

Learn More
house
Home Energy Tax Credits

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home.

Learn More