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.

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Quarterly Letters
2026 – 1st Quarter Letter – Four Forces of Uncertainty
Jon Sevenker
Cybersecurity
Beware of tax season scams
Diane Klein
Financial Planning
Roth Contributions vs. Conversions: Why They Matter
Trey Pittenger
Tax planning
Would You Rather: Roth or Traditional IRA?
Audrey Mines
Investment Management
Investment Principles: Intra-Year Drawdowns
Jaxson Simmerman
Market Commentary
January 2026 Market Recap
Dan Frost
Just for Fun
P&A Spotlight: Zabrina Roussan
Jon Sevenker
Client Services & Operations
Where is my Form 1099 from Charles Schwab?
Jon Sevenker
Quarterly Letters
2025 – 4th Quarter Letter – Field of Dreams
Jon Sevenker
Financial Planning
2026 retirement account contribution limits announced
Jon Sevenker
Financial Planning
What to do if you win the Powerball lottery jackpot
Jon Sevenker
Market Commentary
November 2025 Market Recap
Dan Frost
Tax planning
Investment Principles: The Benefits of Tax-Loss Harvesting
Jaxson Simmerman
What is the difference between fee-only and fee-based financial advisors?
Jon Sevenker
Market Commentary
October 2025 Market Recap
Dan Frost
Tax planning
Roth Conversions Under the “One Big Beautiful Bill”
Dan Frost
Retirement
What are Required Minimum Distributions (RMDs)?
Jon Sevenker
Retirement
When should I file for Social Security retirement benefits?
Jon Sevenker
Tax planning
Turn a Good Gift into a Great One
Trey Pittenger
Quarterly Letters
2025 – 3rd Quarter Letter – Sensationalism Revisited
Jon Sevenker
P&A Ranked #5 on CNBC’s 2025 Financial Advisor 100 List
Jon Sevenker
Charitable Giving
Using your IRA for charitable donations
Elizabeth Sydzyik
Market Commentary
August 2025 Market Recap
Dan Frost
Medicare, Retirement
Medicare Open Enrollment is starting soon!
Elizabeth Sydzyik
Tax planning
Standard vs itemized deductions under new tax law
Jon Sevenker
Retirement
Senior Living Resources & Costs
Diane Klein
Financial Planning
A Widow’s Financial Journey: Financial & Estate Plans
Audrey Mines

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