In a recent devotional I read, the writer started with, “Life is a series of battles and blessings, battles and blessings, battles and...READ MORE
Schwab Mobile Deposit
by Elizabeth Sydzyik | Apr 27, 2021 | Client Services & Operations, P&A Articles
Have you ever wondered, “How can I deposit this check into my brokerage account as soon as possible?” Charles Schwab has an answer: Schwab...READ MORE
5 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 MORE
Do I need to keep brokerage statements?
by Jon Sevenker | Jan 28, 2021 | Client Services & Operations, P&A Articles
Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many...READ MORE
SIPC or ROTFL, which is your favorite acronym?
by Trey Pittenger | Aug 15, 2018 | Financial Planning, P&A Articles
We live in a world of acronyms. TBA, IDK, BTW and my personal favorite ROTFL. You might have to Google that one. In the world of investing,...READ MORE