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...
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SIPC or ROTFL, which is your favorite acronym?
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,...
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Tune out the noise
Two months ago, we wrote about the fears of higher inflation and increased volatility (think wide price swings) that were plaguing the stock...
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POAs & MoneyLinks
During our new client onboarding process, we stress the client’s need for liquidity access. This can be satisfied with the Schwab checkbook,...
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The costs of waiting to invest
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...
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