Premier Wealth Advisors

Sometimes, you have to start with the basics.... Having conversations about money with young children can have a lasting impact and doesn’t have to be complicated. Tangible connections to money are important. One of our Managing Partners had a savings account at the age of 8, and an investment account at the age of 12, with the help of his parents guidance. @acinsd is now sharing those same simple lessons with his youngest.

The Consolidated Appropriations Act 2021 was recently passed into law. Joe and Josh discussed a few of the most important points in this massive piece of legislation and summarize the provisions that could impact you in a video available here!

Meet Heather Hooper, a retirement guru, who will be hosting our January Retirement Planning Webinar with us. Learn more about this self-proclaimed "retirement nerd" in her professional bio here: https://mypremierwealth.com/HeatherHooperBio.pdf and don't forget to sign up for our first webinar of the year! https://www.anymeeting.com/AccountManager/RegEv.aspx

Happy New Year from our PWA family to yours! We’re ready for whatever 2021 brings.

Cheers to 2020 - the year that tested us, taught us, and made us grow. Looking forward to a wonderful 2021!!

A special holiday message from our partners and their families wishing you and yours a Merry Christmas and a happy holiday season.

This cartoon is great and really illustrates the importance of discipline and patience for long-term investors.

Join us for our first webinar of the new year! How to Successfully Transition into Retirement will be a comprehensive discussion with our partners about the best practices to ensure an easy retirement. Find more info by clicking on the post.

Meet Jayson, our Associate Advisor! He’s here to chat about his new daughter, how he's preparing financially and how you can too. Don’t miss this week’s Premier Money Minute.

October Client Spotlight - Dr. Timothy Morris Tim Morris has been fighting on the front lines against COVID-19. He was on the first COVID ICU team at UCSD. Tim is a pulmonologist and runs the Respiratory Care Department at UCSD so the last six months for him have been full of preparation, stress and caring for patients. He was responsible for preparing the hospital to receive a massive number of patients. He checked every ventilator to ensure it worked, looked at every hospit...Continue reading

The other charity that we are supporting again this year is the Leukemia & Lymphoma Society. As many of you may know, our very own Ari Crandall is a survivor (5 years now) as well as a member of the board of trustees for the San Diego Chapter of LLS. His personal goal, as a participant of this years Light the Night ‘Executive Challenge’ is to raise $5,000. We have a Team PWA page setup, which you can find here. Please join our team, make a donation, or share with your friends as well. You can see our team page or donate here. https://pages.lls.org/ltn/sd/sandiego20/pwas

Don't miss out on our upcoming webinar on our estate planning software - Everplans. This webinar is a great opportunity to become familiar with the program and use it to your advantage by watching a step-by-step demonstration.

Thank you to everyone who joined our team and walked to end Alzheimer’s this past Saturday! As a team we raised over $3,000! We can’t thank you enough for supporting us and this worthy cause

Today is World Financial Planning Day! In celebration, here are 5 reasons you should work with a Financial Planner! https://www.letsmakeaplan.org//world-financial-planning-da

We've officially made it to the end of our 27 Principles Every Investor Should Know series! We hope you've enjoyed these investing tidbits each week. Thanks for tuning in!

Principle 26 - Be an investor, not a speculator!

PWA Partners on Podcast Alert! In this episode, Steve talks with Josh Koehnen, Ari Crandall, and Joe LeBlanc, the three managing partners of Premier Wealth Advisors in San Diego, California. Throughout this conversation, they discuss how they merged their three individual practices into an ensemble business, and how the power of the right culture is responsible for their continued success and life balance.

We've already surpassed our $2,000 fundraising goal! Check out our awesome team members and sign up to walk with us this year!

Today's Premier Money Minute reminds us fees can add up and they're not always worth it! Don't pay more than you should.

Principle 24 - Taxes Matter! Pay attention to them and ensure you're not paying more than you should be.