Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds...
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2022 – 4th Quarter Letter – How Pitch Trumps Google
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
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2022 – 3rd Quarter Letter – Catharsis
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
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2022 – 2nd Quarter Letter – Volatility not Risk
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Take a closer look at the business cycle,...
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A new Lending facility for our clients
P&A clients who meet certain criteria now have another way to borrow money against their Schwab after-tax investment (i.e. non-retirement)...
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