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The PCA Blog
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Investing
Retirement
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Tax
Insights
5 Foods that Take Center Stage During the Holidays!
December 2, 2024
Will Santa Claus Rally Come Early?
November 25, 2024
Tax efficient Charitable Giving for Seniors.
November 18, 2024
Tax Planning
Tax Policy Will Be on The 2025 Agenda
November 12, 2024
The Election Dust Has Settled, Now What?
November 7, 2024
Retirement
How Options May Add Value to Your Portfolio
October 21, 2024
Investing
Fee-Based Buffered Annuities
October 14, 2024
What type of mortgage is best?
October 7, 2024
Investing
It’s the 4th Quarter!
September 30, 2024
This Election seems a Clear Choice on Tax Policy
September 23, 2024
Investing
Choose Discipline, not Fear, as an Investor
September 16, 2024
Tax Planning
Tax Planning isn’t Tax Preparation
September 9, 2024
Direct Indexing: A Personalized Approach to Investing
August 5, 2024
Retirement
Embrace Retirement: Unique Ways to Enjoy Your Golden Years
July 22, 2024
Insights
Making Sense of Wealth Management Fees
July 15, 2024
Investing
Maximizing Your 401(k) Potential: Why Using a Wealth Manager May Make Sense
July 8, 2024
Investing
Navigating Investment Risks: How a Wealth Manager May Safeguard Your Future
July 3, 2024
Investing
Should You Own Cryptocurrency?
June 24, 2024
Investing
Is Sell Low, Buy Low a Strategy?
June 17, 2024
Investing
What is Interest Rate Risk?
June 10, 2024
Investing
April Showers Bring May Flowers
June 7, 2024
Investing
Control What You Can Control
May 27, 2024
Investing
Do You Know What Your Investment Costs Are?
May 20, 2024
Investing
An Index Fund May Not Be a Diversified Portfolio
May 13, 2024
Tax Planning
What Might Your Tax Return Reveal?
May 6, 2024
Insights
Money & Expenses
April 29, 2024
Tax Planning
Will the IRS increase your taxes at the worst possible time?
April 22, 2024
Insights
You know what happens when you assume…?
April 15, 2024
Insights
Foolish Games Are Timeless
April 9, 2024
Insights
The Fiduciary Difference
March 25, 2024
Insights
The Essential Case for Working with Pros
March 18, 2024
Tax Planning
Tax Planning Goes Well Beyond April
March 11, 2024
Insights
Buffett’s Quotes & Poterack's Quotes
March 4, 2024
Retirement
What Are “Ponzi” Schemes and How to Know Your Investments Are Protected from Fraud
February 28, 2024
Investing
How a Broker is Paid Selling Bonds
February 21, 2024
Investing
No Pain, No Gain.
February 14, 2024
Investing
Creating Wealth
February 7, 2024
Insights
The Wealth Management Formula
January 31, 2024
Investing
Things That Make You Go Hmmm?!
January 24, 2024
Investing
The Choice is Yours
January 17, 2024
Insights
Are You a Fiduciary For You?
January 10, 2024
Insights
What Is Trust Worth To You?
January 3, 2024
Insights
The Value of Having a Trusted Wealth Manager
December 31, 2023
Insights
What Do You Expect from a Financial Professional?
December 18, 2023
Retirement
“I Hate Annuities”
December 11, 2023
Retirement
What is The Only Insurance Guaranteed to Pay Benefits?
December 4, 2023
Estate Planning
You Can't Take It With You
November 27, 2023
Tax Planning
A Roth Conversion is Expensive
November 20, 2023
Investing
Your Objectives Shouldn’t Change with Investment Performance
November 13, 2023
Investing
What is Sequence of Returns Risk and Why You Should Care
November 6, 2023
Insights
Feeling Introspective
October 30, 2023
Retirement
Retirement Payment Protection Plan
October 23, 2023
Insights
What Are His Fees?
October 16, 2023
Tax Planning
Do Good & Save Taxes
October 9, 2023
Insights
Big Box Shop or Private Firm?
October 2, 2023
Investing
Play By The Rules
September 25, 2023
Retirement
What if I Die or Retire?
September 18, 2023
Retirement
Three Phases of Money
September 11, 2023
Retirement
Do You Like Benefits? Do You Know The Cost?
September 6, 2023
Investing
Leverage Your Money for Retirement Income
September 4, 2023
Insights
The Wisdom and Potential Profit in Self-Awareness
August 23, 2023
Insights
The Control Illusion
August 16, 2023
Insights
What Does It Cost?
August 9, 2023
Retirement
Utility of Money
August 2, 2023
Retirement
Control What You Can Control, and Don't Sweat The Rest
July 26, 2023
Investing
What is a Good Investment Rate of Return?
July 19, 2023
Insights
Fiduciary Approach to Investment Fees & Expenses
July 12, 2023
Investing
The Stock Market Performance Cannot Be Predicted
July 5, 2023
Investing
Fee-Based Buffered Annuities
October 14, 2024
Investing
It’s the 4th Quarter!
September 30, 2024
Investing
Choose Discipline, not Fear, as an Investor
September 16, 2024
Investing
Maximizing Your 401(k) Potential: Why Using a Wealth Manager May Make Sense
July 8, 2024
Investing
Navigating Investment Risks: How a Wealth Manager May Safeguard Your Future
July 3, 2024
Investing
Should You Own Cryptocurrency?
June 24, 2024
Investing
Is Sell Low, Buy Low a Strategy?
June 17, 2024
Investing
What is Interest Rate Risk?
June 10, 2024
Investing
April Showers Bring May Flowers
June 7, 2024
Investing
Control What You Can Control
May 27, 2024
Investing
Do You Know What Your Investment Costs Are?
May 20, 2024
Investing
An Index Fund May Not Be a Diversified Portfolio
May 13, 2024
Investing
How a Broker is Paid Selling Bonds
February 21, 2024
Investing
No Pain, No Gain.
February 14, 2024
Investing
Creating Wealth
February 7, 2024
Investing
Things That Make You Go Hmmm?!
January 24, 2024
Investing
The Choice is Yours
January 17, 2024
Investing
Your Objectives Shouldn’t Change with Investment Performance
November 13, 2023
Investing
What is Sequence of Returns Risk and Why You Should Care
November 6, 2023
Investing
Play By The Rules
September 25, 2023
Investing
Leverage Your Money for Retirement Income
September 4, 2023
Investing
What is a Good Investment Rate of Return?
July 19, 2023
Investing
The Stock Market Performance Cannot Be Predicted
July 5, 2023
Retirement
How Options May Add Value to Your Portfolio
October 21, 2024
Retirement
Embrace Retirement: Unique Ways to Enjoy Your Golden Years
July 22, 2024
Retirement
What Are “Ponzi” Schemes and How to Know Your Investments Are Protected from Fraud
February 28, 2024
Retirement
“I Hate Annuities”
December 11, 2023
Retirement
What is The Only Insurance Guaranteed to Pay Benefits?
December 4, 2023
Retirement
Retirement Payment Protection Plan
October 23, 2023
Retirement
What if I Die or Retire?
September 18, 2023
Retirement
Three Phases of Money
September 11, 2023
Retirement
Do You Like Benefits? Do You Know The Cost?
September 6, 2023
Retirement
Utility of Money
August 2, 2023
Retirement
Control What You Can Control, and Don't Sweat The Rest
July 26, 2023
Estate Planning
You Can't Take It With You
November 27, 2023
Tax Planning
Tax Policy Will Be on The 2025 Agenda
November 12, 2024
Tax Planning
Tax Planning isn’t Tax Preparation
September 9, 2024
Tax Planning
What Might Your Tax Return Reveal?
May 6, 2024
Tax Planning
Will the IRS increase your taxes at the worst possible time?
April 22, 2024
Tax Planning
Tax Planning Goes Well Beyond April
March 11, 2024
Tax Planning
A Roth Conversion is Expensive
November 20, 2023
Tax Planning
Do Good & Save Taxes
October 9, 2023
Insights
Making Sense of Wealth Management Fees
July 15, 2024
Insights
Money & Expenses
April 29, 2024
Insights
You know what happens when you assume…?
April 15, 2024
Insights
Foolish Games Are Timeless
April 9, 2024
Insights
The Fiduciary Difference
March 25, 2024
Insights
The Essential Case for Working with Pros
March 18, 2024
Insights
Buffett’s Quotes & Poterack's Quotes
March 4, 2024
Insights
The Wealth Management Formula
January 31, 2024
Insights
Are You a Fiduciary For You?
January 10, 2024
Insights
What Is Trust Worth To You?
January 3, 2024
Insights
The Value of Having a Trusted Wealth Manager
December 31, 2023
Insights
What Do You Expect from a Financial Professional?
December 18, 2023
Insights
Feeling Introspective
October 30, 2023
Insights
What Are His Fees?
October 16, 2023
Insights
Big Box Shop or Private Firm?
October 2, 2023
Insights
The Wisdom and Potential Profit in Self-Awareness
August 23, 2023
Insights
The Control Illusion
August 16, 2023
Insights
What Does It Cost?
August 9, 2023
Insights
Fiduciary Approach to Investment Fees & Expenses
July 12, 2023