Clients and friends of P&A, In light of events unfolding over the weekend regarding the financial system, we’ve been fielding questions...
READ MOREFebruary 2023 Market Recap
by Dan Frost | Mar 7, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 gave back some of the gains from January while the NASDAQ and Russell 2000 were flat for the month. Rates ticked...
READ MORECreating a retirement paycheck
by Jon Sevenker | Mar 2, 2023 | P&A Articles, Retirement
Learning to live without a paycheck is one of the challenges soon-to-be retirees and the newly retired must come to terms with. But what if I...
READ MOREFlipping the switch
by Jon Sevenker | Mar 2, 2023 | 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...
READ MOREShip Medicare Minute – March 2023
by Diane Klein | Mar 1, 2023 | Medicare, 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 MOREJanuary 2023 Market Recap
by Dan Frost | Feb 8, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds...
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