Professional Wealth Advisors, LLC

10/30/2026

Happy Halloween from the PWA team! 👻🎃

A little spooky spirit, a lot of Halloween fun! We’re getting into the Halloween spirit and celebrating in style. 🐈‍⬛🕸️

Wishing everyone a safe, happy, and frightfully fun Halloween! 🍬🧡

10/29/2026

📊 Advisor Tip of the Month: Financial Planning

Financial planning is about more than preparing for retirement. It’s about making informed decisions today, preparing for life’s milestones, and staying focused on the future you want to build.

Watch this month’s tip for a helpful reminder to take a step back and look at the bigger picture.

10/26/2026

Congratulations to Heather Mayer on being named our GOAT (Greatest of All Time) Award winner for the Quarter! 🏆🎉

This award is all about recognizing the teammate who truly stands out — and your peers have spoken!

Keep being GOAT-worthy! 🐐👏

#𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻

10/12/2026

📰 There’s always plenty of financial news. But what actually matters?

Get the perspective behind the headlines at our next Market Cents with Peter Wilmot.

PWA Managing Partner Peter Wilmot will recap the third quarter, discuss the market and economic trends shaping the investment landscape, and share what he’ll be watching as we head into the final months of 2026.

👉 Join us online October 13 or 15 – Register today and bring your questions!

https://go.oncehub.com/MarketCentsGeneral

10/05/2026

💗 Making Strides for a cause close to our hearts.

For the 5th year in a row, PWA was proud to sponsor the American Cancer Society Making Strides Against Breast Cancer Against Breast Cancer. Our team, PWA PINK POWER came together to walk, remember, support, and make a difference for those whose lives have been touched by breast cancer.

This cause hits close to home for so many of us, touching our team members, families, friends, and loved ones. We walked in honor of those who continue to fight, in celebration of those who have won their battle, and in memory of those we’ve lost.

Giving back is an important part of who we are at PWA, and we’re proud to support organizations and causes that make a meaningful difference in the lives of others and in our community. 💗

09/18/2026

🎉 We have our President’s Cup raffle winners!

Our generous Managing Partners secured General Admission Grounds tickets to the PGA Presidents Cup at Medinah Country Club and gave our staff the opportunity to win them! ⛳️🏆

We’re excited to share the lucky winners! 🎟️

👉 Watch the video to see who won — and congratulations to our winners!

A big thank-you to our Managing Partners for making this exciting opportunity possible! 👏

09/14/2026

Good swings, great company, and maybe a little friendly competition! ⛳️😉

We spent Friday celebrating our amazing PWA team at Topgolf. A fun afternoon together and a well-deserved thank you to everyone for all they do throughout the year!

09/10/2026

🏠 Higher mortgage rates are pushing some homebuyers to look for lower-cost alternatives.

The average rate for a 30-year fixed mortgage rose to 6.79%, while the average rate for a 5/1 adjustable-rate mortgage fell to 5.94%.

That gap is drawing more attention to ARMs, which made up 8% of mortgage applications last week, their highest share in five weeks.

🔑 The tradeoff is that an ARM’s rate can change later, which means the lower initial rate may come with more uncertainty down the road.

For buyers comparing mortgage options, it’s worth looking beyond the starting rate and understanding how the loan could change over time.



Source:

Mortgage rates continue to rise, pushing some buyers to riskier, adjustable-rate loans in order to find savings. Rates are at the highest level since June 2025.

09/07/2026

Today, we celebrate the dedication, determination, and contributions of the American workforce. From strengthening our communities to helping move our nation forward, hard work makes a difference.

To all the hardworking individuals who show up, give their best, and make a difference every day—we see you, we appreciate you, and we thank you. ❤️🤍🩵

Wishing everyone a safe, restful, and well-deserved Labor Day!

09/01/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.



Source:

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.