My husband and I had planned a European river cruise to celebrate our 20th wedding anniversary back in 2020. We all know what happened, lots of...
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Ship Medicare Minute – February 2023
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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Using your IRA for charitable donations
If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½–or soon will be, you’ll want to know about Qualified...
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When to expect your Schwab 1099 tax form
Now that 2022 is in the books, the focus turns to gathering the information needed to file your income taxes. You might be wondering when you...
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2022 – 4th Quarter Letter – How Pitch Trumps Google
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
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December Market Recap
Stocks finished 2022 much like they began the year. The S&P 500 fell 5.76% for the month of December to cap off a tumultuous year as the...
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