The P&A Blog

Sensationalism & The Small Investor

Sensationalism & The Small Investor

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  The first is called “Sensationalism & The Small Investor,” which went to print in October 1988.  Even though this paper is 30 years old, you...

Lottery-winning advice

Lottery-winning advice

Congratulations!  You are one in 292 million.  When you first saw the winning numbers, you no doubt did a triple or quadruple take.  Maybe you rubbed your eyes as your heart began to race.  Maybe you got down on your knees and looked to the heavens, arms...

Flipping the switch

Flipping the switch

Last month, we received an email from a client who had just returned to the U.S. after an overseas trip.  She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...

Disney World and the Investing World

Disney World and the Investing World

I recently undertook the time-honored tradition of the family vacation to Walt Disney World.  Despite the stories you often hear about long lines and cranky kids, we had a fantastic time.  After being home for a couple of days and reliving some of the highlights of...

Four parallels between golf and investing

Four parallels between golf and investing

Looking to lower your handicap and raise your net worth?  The game of golf has many parallels to investing.  If you can master the four elements below, you’ll see a marked improvement not only on the golf course but also on your road to financial independence. Who’s...

My ‘SART’ goal

My ‘SART’ goal

Last October, I had lunch with a friend.  During our conversation, he asked me a question and I should have known the answer, but didn’t.  I confessed to him that the answer lived in my phone.  Then it hit me: I think my smartphone is making me dumber!* When I was a...

A good chance they will be around for a while

A good chance they will be around for a while

I can remember sitting next to a college friend of mine in a golf cart circa 2011 when we had a question on a golf ruling. Without hesitation, he pulled out his iPhone to look up the answer--which he found, of course, in a matter of seconds. At that time, even four...

Loss trading

Loss trading

In a recent devotional I read, the writer started with “Life is a series of battles and blessings, battles and blessings, battles and blessings, battles and blessings, battles and blessings…”.  He extended this out for a few more written lines, and the point he made...

Points and percentages

Points and percentages

December was a wild ride for the stock market.  CNBC, the financial infotainment network, was in heaven.  So many BREAKING NEWS opportunities!  Of the 21 trading days in December, the Dow Jones Industrial Average gained or lost more than 250 points on 12 of these...

How we invest our own money

How we invest our own money

When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers.  Beyond some of the obvious questions (How are you compensated? What services do you provide? Do you work with people like me?),...

Do you believe what we believe?

Do you believe what we believe?

Over the years, we have found that working with people whose beliefs match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....

The fee-only & fiduciary difference

The fee-only & fiduciary difference

Financial advisors largely fall into one of two categories: those who sell products and those who do not.  In industry parlance, advisors who do not sell products are fee-only and those who do sell products are fee-based.  While their names are similar, their business...

Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...

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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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