facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Roadmap to the Real World Thumbnail

Roadmap to the Real World

In an effort to make the jump from college to the "real world" seem a little less scary, our recent college grads all shared their number one piece of advice for someone on the verge of transitioning from college to the workforce.

Read More
Individuality is In Thumbnail

Individuality is In

Finding unbiased, tailored financial advice can be difficult. But it is a worthy and valuable endeavor. The success of a financial plan is based solely on the accuracy of the assumptions made - which can only be done if your goals are at the forefront.

Read More
“We Are Not Getting a Beaver!” Thumbnail

“We Are Not Getting a Beaver!”

With money, it’s helpful to have a plan of action which simply tells you what to do just like the beaver does. We need dams and lodges too in order to protect our own goals and interests.

Read More
2023 Q2 Commentary Thumbnail

2023 Q2 Commentary

As we enter the back half of the year, both bulls and bears remain convinced they will be proven correct. Bulls, that a new bull market in stocks has begun after suffering a decline in 2022. Bears, that this year’s recent advance will prove to be nothing more than a bear market rally that evaporates as we enter a recession later this year or in 2024. While we certainly pay close attention to the economy and financial markets, we are not in the business of divining what the future will hold in order to guide our portfolios.

Read More
Planning for Your Next Putt Thumbnail

Planning for Your Next Putt

As the great Arnold Palmer famously observed, “Golf is deceptively simple and endlessly complicated.” Life is a lot like that, too. Our team at PYA Waltman helps individuals and families create a plan to navigate the intricacies of their financial journey – no matter the season in which they find themselves.

Read More