It’s time once again to go backstage at P&A! In addition to managing investment accounts and developing financial plans, we also offer an...
READ MORERequired IRA Distributions & How We Help
by pittand | Jul 27, 2021 | P&A Articles, Retirement
Welcome to post #4 in my blog post series “Behind the Scenes at P&A”. If you’re new to the series, you can read the previous three...
READ MORELead and Service Advisors
by pittand | Jun 22, 2021 | Client Services & Operations, P&A Articles
We’re pulling back the curtain yet again with the third installment of my blog post series, “Behind the Scenes at P&A”. Previous...
READ MOREQuarterly Account Reviews
by pittand | May 27, 2021 | Client Services & Operations, P&A Articles
Welcome back to another blog post in the series “Behind the Scenes at P&A”! If you missed last month’s installment, you can read it here....
READ MOREHow We Pick Stocks
by pittand | Apr 29, 2021 | Investment Management, P&A Articles
I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not...
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