It’s that time of year again – Back-to-School! As a kid, I loved summer, but I always looked forward to shopping for new school supplies. I’d...
READ MORE5 ways to gift to your children
by Trey Pittenger | Mar 29, 2021 | Charitable Giving, P&A Articles
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious...
READ MOREA look back
by Jon Sevenker | Apr 24, 2020 | Investment Management, P&A Articles
In our 25-year history, we’ve never been busier than we were from late February through early April 2020. The markets provided us with plenty...
READ MORE529 Plan Playbook
by Trey Pittenger | Apr 24, 2020 | 529s, P&A Articles
Are you a parent or grandparent who desires to save for a minor’s future college expenses? 529 Plans are a great investment vehicle to do so. ...
READ MORE529 Savings – Not just for your kids
by Blake Anderson | Aug 20, 2019 | 529s, P&A Articles
As the Baby Boomers begin to enter (or think about) retirement, most of them won’t be content to sit in the easy chair and watch the television...
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