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...
READ MOREWhen to expect your Schwab 1099 tax form
by Jon Sevenker | Feb 2, 2022 | P&A Articles
Around this time of year, we’ll receive a few calls and emails about when tax forms for investment and retirement accounts will be ready. You...
READ MOREA repricing of investment assets
by Trey Pittenger | Jan 26, 2022 | P&A Articles
The stock market is going through a period of repricing. The following data is through 1/24/22: As you’ve noticed, volatility in the equity...
READ MORE2021 – 4th Quarter Letter – How money works
by Jim Pittenger | Jan 15, 2022 | 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 defining time and patience in...
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