Insights.

Plain-language articles from our advisors on the questions clients actually ask: retirement, taxes, giving, markets, and the decisions in between.

Written in-house, never any jargon or too much hype.

Categories
Search
Investment Management
Investment fees & expenses
Jon Sevenker
Rules of Thumb
Shane Riley
Peak Season
Shane Riley
Financial Planning
What’s your plan?
Jon Sevenker
Investment Management, Quarterly Letters
Find all our past quarterly letters here!
Jon Sevenker
Investment Management
Buying, selling, and stock market valuations
Jim Pittenger
5 questions we get a lot
Jon Sevenker
A new president….
Elizabeth Sydzyik
Average doesn’t happen very often
Jon Sevenker
Just for Fun
Concert Review: Jimmy Buffett
Elizabeth Sydzyik
Riding out declines
Jon Sevenker
Client Services & Operations
POAs & MoneyLinks
Jim Pittenger
The costs of waiting to invest
Elizabeth Sydzyik
Just for Fun
P&A Spotlight: Audrey Mines
Elizabeth Sydzyik
The cost of conflicted advice
Jon Sevenker
Think of yourself as a bank
Jim Pittenger
Investment Management
What is Cashology?
Elizabeth Sydzyik
Investment Management
How we benchmark performance
Jon Sevenker
Stock market correction provides opportunity
Jim Pittenger
Financial Planning
The power of a financial roadmap
Jon Sevenker
Next Generation
10 money tips when you’re just starting out
Jon Sevenker
The GAME of LIFE: Twists & Turns
Trey Pittenger
P&A gets national recognition
Jon Sevenker
Financial Planning
Financial Freedom
Trey Pittenger
Financial Planning
Five Money Management Principles
Trey Pittenger
Behavioral finance impacts money decisions
Jon Sevenker
Financial Planning
Five Uses of Money
Trey Pittenger

Get P&A in your inbox.

Our once-a-month email is designed to cover topics that impact your financial life, whether you’re just starting out, mid-career, or enjoying retirement. Learn about planning opportunities, our thoughts on the markets, and many other empowering topics. We will never sell or give away your email address, nor will we spam you. We embrace the Golden Rule.