Highlights Headline inflation continues to trend downward. The S&P 500 rose for a 5th consecutive month and the Dow had a historic run...
READ MOREIs your account up to date?
by Elizabeth Sydzyik | Aug 1, 2023 | Client Services & Operations, P&A Articles
Moving from one home to the next can be an exciting time in one’s life. Even so, moving involves daunting tasks like packing, un-packing,...
READ MORENavigating Loss
by Audrey Mines | Jul 27, 2023 | P&A Articles
An area often overlooked is the intermix of grief and money. Coping with a loss can present challenges when managing money and making...
READ MOREThe Panama Canal
by Dan Anderson | Jul 19, 2023 | P&A Articles, Travel Reviews
To see and travel through the Panama Canal has been on my bucket list for some time, and I was finally able to make it. It did not disappoint!...
READ MOREJune 2023 Market Recap
by Dan Frost | Jul 7, 2023 | Market Commentary, P&A Articles
Highlights Despite widespread expectations for a slowdown, the economy has continued to expand during the first half of the year The Fed took a...
READ MOREShip Medicare Minute – July 2023
by Diane Klein | Jul 7, 2023 | Medicare, P&A Articles
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from...
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