by Jon Sevenker | Oct 9, 2019 | P&A Articles
Good news for P&A clients! Effective October 7, 2019, Charles Schwab is eliminating trading commissions on U.S.-listed stocks and exchange-traded funds (ETFs) for trades placed online (mobile or web trading). Schwab had been charging $4.95 per trade on U.S....
by Jon Sevenker | Oct 2, 2019 | P&A Articles
For better or for worse, we live in a world that is becoming more digital by the day. Paper statements and paper money are losing their overall appeal as the convenience of electronic statements and online payments proliferate. For the last five years, we’ve offered...
by Hannah Lockard | Sep 25, 2019 | Just for Fun, P&A Articles
We’d like to introduce you all to our newest employee, John (with an ‘h’)! John joined us at the beginning of the month and will be working with our research and trading teams as he’s settling in and learning the business. Don’t hesitate...
by Trey Pittenger | Sep 19, 2019 | P&A Articles
Over the years, we have found that most of our clients fit into one of three segments: Rising Success Major Life Events Retirement Our Rising Success Clients are typically ages 30-45, their careers are taking off, cash flow is strong, and their bank and investment...
by Kristin Kliewer | Sep 11, 2019 | P&A Articles
The news headlines have been screaming it… Another senior or vulnerable adult exploited out of their hard-earned money by a stranger, somebody close to them, or someone in between. Protecting senior investors has been a hot topic in the financial industry as more and...
by Jon Sevenker | Sep 4, 2019 | P&A Articles
Retirement has evolved over time and will continue to do so. So, we thought it would be fun to share 16 great retirement quotes we found online. As you’ll see, some folks are all for retirement, while others are adamantly against it. Either way, may your life have...
