Preferred Wealth Advisors

06/16/2026

"How much cash should I keep on the sidelines?" is one of the most common questions we hear — and the answer depends on where you are in life.

While you're still working: 3–6 months of essential expenses in an accessible, stable account is a common target.

Once you're retired: we often look at 1–2 years of planned spending in stable assets. The goal is simple — a down market should never force you to sell investments at the worst possible time to cover next month's bills.

Cash isn't about chasing return. It's about buying yourself the freedom to stay invested through volatility and the peace of mind to sleep at night.

Not sure where your reserve should sit? That's part of what a good plan sorts out.

06/01/2026

We’re excited to share some wonderful news! 🎉

For the second year in a row, Preferred Wealth Advisors has been nominated for Best of Madison – Wealth Management!

Being recognized by Madison Magazine alongside so many outstanding businesses in the Madison area is truly an honor, and we’re incredibly grateful to everyone who nominated us. Your trust and support mean everything to our team.

You’ll find us under: Lifestyle → Wealth Management

Thank you for being part of our journey and allowing us to do what we love every day. We appreciate your continued support more than words can express!

- Your Preferred Wealth Advisors Team

Voting for Best of Madison opens June 1st. To learn more and view all nominees, visit:

Madison Magazine's annual readers' poll celebrates the best of Madison.

05/25/2026

Today, we pause to remember and honor the brave individuals who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten.

In observance of Memorial Day, our office will be closed on Monday, May 25.

Wishing you a safe and reflective holiday.

05/22/2026

We had a very special visitor at PWA this week! 🐾

Ryan recently welcomed a new puppy to the family, and we were lucky enough to enjoy some puppy time during the workday.

Congratulations to Ryan on the newest addition — we already can’t wait for the next office visit!

05/18/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.

Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

05/10/2026

Today we celebrate the strength, love, and dedication of all the incredible moms and mother figures who make a difference every day. 💐

Happy Mother’s Day!

05/01/2026

May is National Pet Month! 🐾

Pets bring so much more than companionship—they’re family. As you review your financial and estate plans, it’s also a good time to think about how your loved ones, including your pets, will be cared for in the future.

A thoughtful plan can help ensure your furry family members are looked after no matter what life brings. ❤️

04/24/2026

Happy National Arbor Day! 🌳
Trees are essential to our health and well-being—helping reduce air pollution, provide shade, and encourage us to get outside and stay active. By planting and caring for trees, we can strengthen our communities while making a positive impact on our environment.

04/23/2026

Happy National Teach Children to Save Day! Today we encourage everyone to educate children about financial responsibility and smart money habits. Investing in financial education early on can set kids up for a successful future.

04/20/2026

Join us May 20 for Your Next Chapter: Finding Purpose in Retirement—an evening conversation focused on life beyond the numbers. Hear real experiences, gain insight, and start planning what’s next with confidence. 📞RSVP by April 28!