The P&A Blog

Grateful

Grateful

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  First, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during the...

A paperwork story

A paperwork story

A husband and wife met with us a couple times and they’re ready to become our client.  P&A has checked the boxes for a simple pricing structure, a fiduciary relationship, and full transparency.  They’re also drawn to our financial planning services and being able...

How we’re spending our time

How we’re spending our time

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  For this post, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during...

The market isn’t the economy

The market isn’t the economy

Over the last six weeks, 30 million people have filed for unemployment…a staggering number.  Yet over the same time period, the S&P 500 is up 22%, and from the March 23rd low, the stock market is up 31%.  How can this be?  Over the last couple of weeks, we’ve had...

A look back

A look back

In our 25-year history, we’ve never been busier than we were from late February through early April 2020.  The markets provided us with plenty of portfolio work, not to mention the number of client conversations we’ve had over the last 60 days.  Our team has done a...

529 Plan Playbook

529 Plan Playbook

Are you a parent or grandparent who desires to save for a minor’s future college expenses?  529 Plans are a great investment vehicle to do so.  And, you may get a current tax benefit to boot.  We don’t custody or actively manage 529 accounts, but we can help you...

A COVID-19-free blog post

A COVID-19-free blog post

Are you a little exhausted by all the emails, news articles, and notifications surrounding COVID-19?  Us, too.  Side note:  Were you surprised to find out how many company email lists you are actually on? Thus, we give you a 100% COVID-19-free blog post, with fun...

A COVID-19 update from P&A

A COVID-19 update from P&A

Out of an abundance of caution for the health and safety of our clients, team members, and community, we have taken several steps to protect you and ourselves from the spread of the novel coronavirus that causes COVID-19.  In taking these actions, we are maintaining...

A systematic and unemotional approach

A systematic and unemotional approach

On February 28th, we posted What not to do right now to the P&A Blog.  The advice we posed in this article hasn’t changed.  That said, there have been several drastic measures that have occurred around the country since then to contain the novel coronavirus:...

How markets work

How markets work

Like anyone else, I watch TV.  However, I might be a tad more discriminating about the “facts” I allow to invade my cranium.  Previously mentioned in my scribblings is a passion for how things work.  It is not unusual for me to take things apart before using them. ...

The market isn’t the economy

What not to do right now

This week has been a tough one.  Markets went from all-time highs to correction territory (down 10%) in just six trading days.  Rarely will you see money taken away so quickly.  And since our personal monies are invested in the same stocks, bonds, mutual funds, and...

Impacts of the SECURE Act & the “Stretch IRA”

Impacts of the SECURE Act & the “Stretch IRA”

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020.  How does this new law affect you with regards to the “Stretch IRA”?   What’s in the past… Prior to 2020, IRA and ROTH accounts could be used as a powerful...

Winter 2020 Book Reviews

Winter 2020 Book Reviews

Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended).  The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...

P&A’s Down 20 Rule

P&A’s Down 20 Rule

One of Wall Street’s most famous sayings is “cut your losses and let your profits run.”  In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect).   Behavioral finance...

Key concepts about money to teach your kids

Key concepts about money to teach your kids

When it comes to money, it is never too early to start educating your kids and teaching them good habits.  Here are a few concepts that some of us at P&A have implemented with our own kids.  If you are a parent, or even a grandparent, hopefully these concepts are...

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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 advocate for your best interests day in and day out. Our approach results in shared success.
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