P&A has a new website!

P&A has a new website!

We live in a digital world that bombards us with notifications, breaking news, and casino-like noise. Because we are constantly filtering through so much information, our attention spans have become much shorter. With this in mind, we have redesigned our website to...
What to know when inheriting an IRA

What to know when inheriting an IRA

In addition to dealing with the emotional aspects of losing a loved one, there are financial elements to consider as well. Inheriting an IRA can be a relatively straightforward process or it can become more complicated. If you are the beneficiary of an IRA of someone...
A tax-advantaged NUA-nce

A tax-advantaged NUA-nce

You are probably well aware there are many acronyms in the financial industry and the world as a whole.  While most of these aren’t worth remembering, after reading Trey’s article “SIPC or ROTFL, which is your favorite acronym?” you’ll know about SIPC.   In this...
SIPC or ROTFL, which is your favorite acronym?

SIPC or ROTFL, which is your favorite acronym?

We live in a world of acronyms.  TBA, IDK, BTW and my personal favorite ROTFL.  You might have to Google that one.  In the world of investing, there is an acronym that you should become very familiar with, SIPC.  Help me become familiar, you ask?  Well OK, here goes…...
Announcement: The P&A app is here!

Announcement: The P&A app is here!

A few months ago, we notified our clients that we were in the process of releasing our very own mobile app.  Well rejoice because it is finally available!  The app will only be accessible to current clients with an active P&A client portal.  If you haven’t...
On bears and corrections

On bears and corrections

Many investors live in fear of corrections and bear markets, even though they happen fairly regularly.  This article is not a bear market call—we still like stocks–but if you’re interested in our proactive approach to helping you through the next one, keep...

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.