Understanding and managing investment risks is essential to protecting your financial future. At PCA, our wealth managers help retirees and investors address key risks such as inflation risk, sequence of returns risk, and longevity risk.

Retirement isn’t just about relaxation—discover creative ideas for your next chapter, from travel and fitness to volunteering, learning, and new hobbies.

Discover why tax planning isn’t the same as tax preparation. Learn how year-round strategies like tax-loss harvesting, income timing, charitable giving, and adapting to life or legislative changes can help optimize your financial outcomes.

In today's volatile financial landscape, it's crucial for investors to understand the impact of emotions on their investment decisions. Let's explore how to navigate these turbulent waters with a clear head and a steady hand.

Learn how direct indexing works, its benefits, drawbacks, and tax efficiency advantages. Discover why this personalized investment strategy may be a strong alternative to ETFs or mutual funds for investors seeking customization and control.

As your trusted wealth management team, we're always looking for ways to optimize your financial strategy. One of the most powerful tools at our disposal is your annual tax return. Here's why uploading this crucial document to us each year can significantly enhance your financial well-being.

As a wealth manager, I've had the privilege of working with a diverse array of clients over the years. From young professionals just starting their careers to retirees looking to preserve their legacy, each individual brings a unique perspective to the table.

“My neighbor just invested a lot of his money into XYZ….should I do that, too?” Just as no two individuals have the same fingerprint, no two investors should have identical portfolios.

I believe reviewing your credit report regularly is a crucial aspect of maintaining your financial health.  Here's why I believe it's important, how to do it, and some considerations to keep in mind.

In today's digital age, balancing checkbooks has practically become a relic of the past. However, keeping track of your spending and sticking to a budget remains crucial for financial success.

Love is in the air, and I can't help but think about how romance and finance go hand in hand. Just as you nurture your relationship with your significant other, it's crucial to foster a healthy relationship with your finances as a couple.

I’ve pulled together a list of essential financial tasks I would recommend to clients for maintaining and improving their financial health and wellbeing this year.

I've had the privilege of guiding many clients through their financial journeys. Along the way, I've observed that the path to financial success is rarely a straight line.

As a Wealth Manager, I've seen firsthand how technology has revolutionized the way we manage money and seek to achieve the financial goals of the families we serve.

As a Wealth Manager, I've seen firsthand how habits can make or break a person's financial future. The truth is, habits don't just affect our bank accounts – they shape every aspect of our lives.

Do your New Years Resolutions involve financial goals that are SMART (Specific, Measurable, Achievable, Realistic, and Time-bound)?   Let's explore how to craft these goals effectively for the new year!

Reflecting on life’s journey often brings to light common regrets that many individuals share as they near the end of their lives. Insights from Bronnie Ware, a former palliative care worker, reveal the five most prevalent regrets expressed by her patients.

Life accomplishments are milestones that bring a sense of pride and fulfillment. Here are five common achievements that many people celebrate.

If you pay a Fiduciary to manage your wealth, you may know what you are paying...

Incorporating healthy habits into your daily routine can significantly enhance your overall well-being. Here are five of the best healthy habits to adopt.