The P&A Blog

Happy 25th Birthday to P&A!

Happy 25th Birthday to P&A!

P&A was born on 6/30/95.  We have faithfully forgotten to celebrate every year since then.  This year was no exception, but so far, the faux pas has not exceeded 24 hours.  I have never been good at calendars or birthdays, but this one should...

What is ESG investing?

What is ESG investing?

Are you interested in aligning your money with your values?  A recent study shows 71% of investors are very or somewhat likely to make investments that do just that.  But before we introduce ESG investing, here’s a question: Do you think a company has a responsibility...

What is the best way to time the market?

What is the best way to time the market?

What is the best way to time the market? In the sheepish words of Tow Mater from Cars, “To not to…” The ‘experts’ say that people need to see or hear a message at least seven times before they might believe it.  Going back to 1994, we at P&A are well past the 7x...

What to expect when you visit P&A

What to expect when you visit P&A

Due to the 2019-2020 outbreak of the novel coronavirus, COVID-19, we at P&A are taking extra precautions as we invite our clients and prospective clients to come visit us in person.  Along with a modified staffing approach to maintain 6 feet of separation, on-site...

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...

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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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