by Jon Sevenker | Sep 11, 2018 | P&A Articles
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...
by Jon Sevenker | Sep 11, 2018 | P&A Articles
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...
by Blake Anderson | Aug 15, 2018 | P&A Articles
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...
by Trey Pittenger | Aug 15, 2018 | P&A Articles
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…...
by Elizabeth Sydzyik | Jul 10, 2018 | P&A Articles
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...
by Jon Sevenker | Jul 10, 2018 | P&A Articles
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...
