by Jim Pittenger | May 15, 2020 | P&A Articles
A husband and wife met with us a couple times and they’re ready to become our client. P&A has checked the boxes for a simple pricing structure, a fiduciary relationship, and full transparency. They’re also drawn to our financial planning services and being able...
by Jon Sevenker | May 14, 2020 | Just for Fun, P&A Articles
Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics. For this post, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during...
by Jon Sevenker | May 1, 2020 | P&A Articles
Over the last six weeks, 30 million people have filed for unemployment…a staggering number. Yet over the same time period, the S&P 500 is up 22%, and from the March 23rd low, the stock market is up 31%. How can this be? Over the last couple of weeks, we’ve had...
by Jon Sevenker | Apr 24, 2020 | P&A Articles
In our 25-year history, we’ve never been busier than we were from late February through early April 2020. The markets provided us with plenty of portfolio work, not to mention the number of client conversations we’ve had over the last 60 days. Our team has done a...
by Trey Pittenger | Apr 24, 2020 | P&A Articles
Are you a parent or grandparent who desires to save for a minor’s future college expenses? 529 Plans are a great investment vehicle to do so. And, you may get a current tax benefit to boot. We don’t custody or actively manage 529 accounts, but we can help you...
by Jim Pittenger | Apr 23, 2020 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include a look at the market over the past few months, how portfolios work and how they’re measured, and what implications exist with COVID-19 currently in...
