Professional Wealth Advisors, LLC

06/08/2026

No two clients are the same. Nor are their portfolios. The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals. What mix works best for you?

06/04/2026

Please join us in welcoming our 2026 Summer Interns to PWA!

We are excited to introduce Frankie Iarrobino, Owen Stahl, and Alex Hartmann, who will be spending the next 10 weeks working alongside our team and gaining hands-on experience throughout the different departments within our firm.

Frankie is a Finance student at Indiana University and an experienced Excel Peer Tuor.

Owen is studying Finance and Risk Management & Insurance at the University of Iowa and is a member of Alpha Kappa Psi.

Alex is returning for his second summer with PWA and is a senior at Indiana University majoring in Economics with a minor in Entrepreneurship & Corporate Innovation.

We are thrilled to have Frankie, Owen, and Alex with us this summer and look forward to the contributions they'll make throughout the program.

Please help us give them a warm welcome!

05/28/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

05/25/2026

Today, we reflect with gratitude on the sacrifices made by our nation’s heroes. Their courage and dedication will never be forgotten. Honoring courage, sacrifice, and freedom. ❤️🤍💙

05/21/2026

Find your row first, then look one row up.

That's the difference starting 5 years earlier can make.

At a hypothetical 8% annual return, the difference between starting at 40 vs. 35 on a $500/month contribution is over $200,000 by the time you reach 65. Not because of more money—just more time.

Time in the market is not just valuable, it's the whole game.

Which row did you land on—and did it surprise you?

05/14/2026

Auto debt continues to climb as higher vehicle prices and interest rates put pressure on household budgets.

A recent report found that total auto debt reached $1.68 trillion at the end of 2025, up 37% from late 2018. Nearly 86 million Americans, or about 1 in 4, now carry auto loan or lease debt.

Monthly payments have also increased. The typical auto loan payment rose from about $506 in 2018 to more than $680 by the end of 2025.

Several factors are contributing to the shift, including higher vehicle prices, fewer lower-cost new car options, and longer loan terms. More buyers are also taking on larger monthly payments, with $1,000 auto loan payments becoming more common for financed new-vehicle purchases.

For many households, higher transportation costs can affect other parts of the budget, including groceries, rent, savings, and emergency funds.

These trends highlight how vehicle affordability can play a larger role in everyday financial decisions.


Source:

Auto debt has swelled to $1.68 trillion, a new analysis finds. Americans face costlier vehicles, higher interest rates and lengthier loan terms.

05/06/2026

Crystal Kolcz gave us the perfect send-off—rolling up in her new RV and treating us to tacos for a Cinco de Mayo celebration! 🌮🚐

Wishing her incredible adventures as she hits the road for this exciting new chapter!

05/04/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

04/30/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

04/22/2026

Happy Administrative Professionals Day! 💙

Today we celebrate the incredible team members who keep everything running seamlessly behind the scenes. Your dedication, organization, and support make a meaningful impact every day.

While this photo captures just a few of our team, today is about celebrating all of our administrative professionals and the difference you make.

We truly couldn’t do it without you!