Since the passing of the SECURE Act in December 2019, there has been plenty of confusion on the rules for Inherited IRAs, and rightly...
READ MOREJuly 2023 Market Recap
by Dan Frost | Aug 8, 2023 | Market Commentary, P&A Articles
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...
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