5 Foods that Take Center Stage During the Holidays!
During the holiday season, certain foods take center stage, often enjoyed only once a year. Here are five festive foods that many savor during the holidays but not much throughout the rest of the year.
Will Santa Claus Rally Come Early?
The period between Thanksgiving and the end of the year often sees a phenomenon known as the "Santa Claus rally" in the stock market. This seasonal trend typically results in modest gains.
Tax efficient Charitable Giving for Seniors.
Qualified Charitable Distributions (QCDs) offer a tax-efficient way for individuals aged 70½ and older to donate to charity directly from their Individual Retirement Accounts (IRAs) on a tax-free basis.
Tax Policy Will Be on The 2025 Agenda
The Tax Cuts and Jobs Act (TCJA) of 2017 is set to reach a critical juncture at the end of 2025, with many of its key provisions expiring.
The Election Dust Has Settled, Now What?
The Trump administration's return to power will usher in significant policy shifts across multiple fronts.
How Options May Add Value to Your Portfolio
Options can be a powerful tool in an investor's arsenal, offering unique advantages when used strategically. Here are some key ways options can enhance an investment strategy.
Fee-Based Buffered Annuities
Fee-based buffered annuities have emerged as an innovative financial product, blending market participation with downside protection.
What type of mortgage is best?
Mortgage structures have evolved significantly over the years, offering homebuyers a variety of options to suit their financial needs and goals.
It’s the 4th Quarter!
Historically, the fourth quarter is the strongest quarter of the year for the S&P 500. Since 1945, the S&P 500 has gained an average of 3.8% in price during the fourth quarter, according to charts*.
This Election seems a Clear Choice on Tax Policy
If the Tax Cuts and Jobs Act (TCJA) sunsets as scheduled at the end of 2025, several significant income tax changes will occur starting in 2026.
Choose Discipline, not Fear, as an Investor
Fidelity states that the average largest intra-year drop from peak to trough for the S&P 500 has been about 14% since 1980. Despite these frequent intra-year declines, the S&P 500 has still delivered positive annual returns in most years.
What is Interest Rate Risk?
Rising interest rates can lower bond values and impact your portfolio. At PCA, we help manage interest rate risk through diversification, strategic allocation, and active monitoring—building balanced portfolios designed to adapt to changing markets and protect your long-term goals.
Should You Own Cryptocurrency?
Adding cryptocurrency to your portfolio may offer diversification and growth potential, but it also comes with significant volatility. At PCA, we help investors approach crypto strategically—focusing on limited allocations, established assets, and balanced diversification alongside traditional investments to support long-term financial goals.
Making Sense of Wealth Management Fees
As retirement approaches or you find yourself already enjoying this new chapter of life, understanding how financial advisors charge fees may become essential for securing your financial future.
Maximizing Your 401(k) Potential: Why Using a Wealth Manager May Make Sense
Discover the benefits of professional 401(k) management. From personalized investment strategies to behavioral coaching and holistic planning, learn why working with a wealth manager can help maximize your retirement savings.
April Showers Bring May Flowers
How do you know your doctor is a good doctor? If or when you have hired an attorney...