Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
READ MOREShip Medicare Minute- March 2022
by Diane Klein | Mar 8, 2022 | Medicare Minute, P&A Articles, Retirement
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...
READ MOREFebruary Market Recap
by Dan Frost | Mar 7, 2022 | Investment Management, P&A Articles
The most significant issue impacting markets as the month of February ended was the Russian invasion of neighboring Ukraine. After declaring...
READ MOREShip Medicare Minute- February 2022
by Diane Klein | Feb 8, 2022 | Medicare Minute, P&A Articles, Retirement
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...
READ MOREUnderstanding investing fees & expenses
by Jon Sevenker | Feb 8, 2022 | P&A Articles
We’ve written about why investment fees matter before. And since fees can take a big bite out of your investment returns over time, it’s...
READ MOREJanuary Market Recap
by Dan Frost | Feb 2, 2022 | P&A Articles
Major economic releases during the month of January showed that the economy grew at a robust pace to finish the year and inflation remains...
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