Good news for P&A clients! Effective October 7, 2019, Charles Schwab is eliminating trading commissions on U.S.-listed stocks and...
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What you need to know about annuities
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...
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How we invest our own money
When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers....
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Cash is King?
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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