Since June 2011, when I started working at P&A, U.S. stocks have powered an average annual return of 14.5%. In dollar terms, that would’ve...
READ MORESIPC 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 MORETune out the noise
by Shane Riley | Apr 11, 2018 | Investment Management, P&A Articles
Two months ago, we wrote about the fears of higher inflation and increased volatility (think wide price swings) that were plaguing the stock...
READ MOREPOAs & MoneyLinks
by Jim Pittenger | Aug 1, 2016 | Client Services & Operations, P&A Articles
During our new client onboarding process, we stress the client’s need for liquidity access. This can be satisfied with the Schwab checkbook,...
READ MOREThe costs of waiting to invest
by Elizabeth Sydzyik | Jul 19, 2016 | P&A Articles
Gloom and doom sells; it’s everywhere. Someone is always predicting a market crash, and it’s often the same people who’ve been predicting...
READ MORE