2018 – 4th Quarter Letter – Behold

The latest P&A quarterly letter to clients is available in PDF form.  You can download it here.  Topics include cashology (the study of earning, saving, & investing money), compound interest, the Rule of 72, investment risk, & the DOL fiduciary rule.

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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