by Jim Pittenger | Apr 15, 2019 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. This letter covers the difference between spending dividend income and realizing capital gains to create needed income. Dividends are taxed at higher rates than...
by Jim Pittenger | Apr 11, 2019 | Investing, P&A Articles
The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt. The first is called “Sensationalism & The Small Investor,” which went to print in October 1988. Even though this paper is 30 years old, you...
by Jon Sevenker | Apr 4, 2019 | Financial Planning, P&A Articles
Congratulations! You are one in 292 million. When you first saw the winning numbers, you no doubt did a triple or quadruple take. Maybe you rubbed your eyes as your heart began to race. Maybe you got down on your knees and looked to the heavens, arms...
by Jon Sevenker | Mar 15, 2019 | P&A Articles, Retirement
Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...
by Blake Anderson | Feb 26, 2019 | Investing, P&A Articles, Travel
I recently undertook the time-honored tradition of the family vacation to Walt Disney World. Despite the stories you often hear about long lines and cranky kids, we had a fantastic time. After being home for a couple of days and reliving some of the highlights of...
by Jon Sevenker | Feb 12, 2019 | Investing, P&A Articles
Looking to lower your handicap and raise your net worth? The game of golf has many parallels to investing. If you can master the four elements below, you’ll see a marked improvement not only on the golf course but also on your road to financial independence. Who’s...
