PWA Financial Tastings Blog

bite-sized portions of personal finance goodness (served warm, never reheated)

Month: June 2012

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Hello World!

Posted by tomatpwa

I guess that’s the traditional way to start a new venture on the web, right? Well, hello world! More coming soon.

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Q3 2021 Returns By Asset Class
Proposed Credits & Deductions in the Upcoming Infrastructure & Broader Spending Plan
Tax Increases & Retirement Funding Limits Incoming
Q2 2021 Returns By Asset Class
More Checks Coming From The IRS

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Social Security announced today that the cost-of-living increase for 2022 will be 5.9%. The SS wage base (cap on t… twitter.com/i/web/status/1… 1 week ago
Q3 2021 Returns By Asset Class blog.perpetualwealthadvisors.com/2021/09/30/q3-… 2 weeks ago
@415_Aaron @KrisAbdelmessih I'm going off the OP which states "...and then see a liquidity event on the horizon..."… twitter.com/i/web/status/1… 3 weeks ago
@415_Aaron @KrisAbdelmessih Sure, but post-IPO isn't where people are making 10's to 100's of millions of dollars i… twitter.com/i/web/status/1… 3 weeks ago
@415_Aaron @KrisAbdelmessih Most RSUs these days have a double trigger for vesting. 2nd trigger is the liquidity e… twitter.com/i/web/status/1… 3 weeks ago

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About

The PWA (Perpetual Wealth Advisors) Financial Tastings Blog is intended to provide our clients and other interested readers with bite-sized, easily digestible information on personal finance topics. We used to publish a quarterly newsletter with similar information and will be archiving some of those topics here. Instead of continuing with a publication that was akin to a seven-course meal every three months, we have found that the fast-paced, mobile-driven world required smaller amounts of information, communicated more frequently. We've turned to the blogging concept to provide it. Topics will include both original content and links to other articles of interest. They will span key areas of personal finance including planning, goal setting, budgeting, cash flow management, debt management, risk management, employee benefits, tax, investments, retirement planning, and estate planning. We'll try to keep posts brief, simplify where possible, and answer as many questions as we can. Speaking of questions, feel free to send them to blog@perpetualwealthadvisors.com. We'll occasionally open up the mailbag for a Q&A post. Bon appetit!

Disclaimer

This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. Nothing in these pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, or legal advice. We DO NOT offer any type of investment advice on-line. Nothing in this entire web site shall be construed as an offer to sell, or a solicitation to buy regulated securities. Nothing contained in this web site shall be implied or construed as creating a planner / client relationship by virtue of your access to this site and you should not rely on any information contained herein to plan your estate or invest any of your assets. You will only be considered a Perpetual Wealth Advisors client by mutual agreement and only after you have executed a client agreement and retained our services. Perpetual Wealth Advisors, L.L.C. is a Registered Investment Adviser governed under the laws of North Carolina. In addition, the firm is registered in Georgia, Minnesota, Texas, and California. Registration of an Investment Advisor does not imply any level of skill or training.

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