Schwab eliminates commissions

Schwab eliminates commissions

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....
Are you using the P&A app?

Are you using the P&A app?

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...
Protecting our senior investors

Protecting our senior investors

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...
16 great retirement quotes

16 great retirement quotes

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...

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.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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