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. ...
What not to do right now

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...
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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