Cash is King?

Cash is King?

Since June 2011, when I started working at P&A, U.S. stocks have powered an average annual return of 14.5%.  In dollar terms, that would’ve turned $100 into $267, or more than 2.5x your original investment!  This is the point where I’m obligated to tell you past...
Tune out the noise

Tune out the noise

Two months ago, we wrote about the fears of higher inflation and increased volatility (think wide price swings) that were plaguing the stock market.  Over the last two weeks, volatility has staged a comeback and is attracting more attention.  This time, the narrative...
What’s next for stock market investing?

What’s next for stock market investing?

After watching the market sell off 6%+ the last three days, there’s a good chance you’ve been expecting a note or call from us telling you where we stand, whether or not we think it’s time to sell, or what’s going on with your money.  If you made it past the first...
Defying Gravity

Defying Gravity

If you haven’t heard it in the news by now, I’d be willing to bet the thought has crossed your mind… How can stocks keep going up from here? Even though it’s a cardinal sin for someone in my shoes, I’ve had it, and it’s a fair question.  Stocks have been trading...
Why people hire us

Why people hire us

Widespread reluctance to technology adoption has all but disappeared and we humans are witnessing in real-time the evolution of the digital age.  Some of the catchy buzzwords you can see scrolling across the tube include artificial intelligence, virtual reality,...

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.