These last few days, the markets experienced a quite dramatic shift as investors contended with rapid developments in economic data and geopolitical happenings. Early trading was a mix of optimism and uncertainty – which reflected the seemingly always ongoing debate regarding interest rates and inflationary pressures.

As summer comes to an end, we want to thank our talented summer interns.

In a fun story of family pet bedtime antics, Moose, the hefty Bernese Mountain dog, regularly vies for prime sleeping real estate on the family bed, leaving his human companions contending for space and covers. Reflecting on Moose's persistence, it prompts a deeper consideration of how important priorities can often get crowded out in life, much like personal savings in the face of immediate expenses.

Taking a trip with friends and family can be fun! Taking time to plan each detail of the trip? Usually not-so-fun. In Jake’s latest article, he shares a story about one of his recent travel experiences, which reminded him of the importance of having a plan.

What do March Madness underdogs and financial planning have in common? In Trevor's latest article, he uncovers the hidden parallels between Cinderella stories and the art of securing your financial future.

Welcome to our 2024 Summer Interns!

If what’s left undone on your “to-do” ever leaves you defeated, why not try an “I did it” list?

Meet our newest team member, Amber Sayle!

Navigating through budgeting, saving, investing, and managing debt demands a level of financial literacy that many young adults find themselves unequipped to handle. However, armed with the right knowledge and strategies, building a well-planned financial future is achievable.

Meet our newest team member, Trevor Gunter!

History tells us there is always something we can worry about...recessions, wars, political tension, inflation, deflation and the list goes on. Is the uncertainty of today unique?

For some people, March signifies the start of spring. For others, it signifies the start of March Madness. In Aaron’s latest article, he revisits one of the most bizarre tournament games in recent years & explores the overlooked lesson hidden within.

In 2022, Americans spent an astounding $23.9 billion on Valentine’s Day. We all love romance and thoughtful gestures of love; however, I can’t help but imagine the transformative potential of redirecting some of that towards actions that tangibly benefit our community.

As we enter the new year, we are once again inundated with numerous forecasts of what the year will hold. While these can be entertaining, they can also be hazardous to your financial health if taken too seriously.

Bitcoin’s journey has been full of spectacular advances followed by seeming extinction with plenty of “I told you so by the pundits” along the way.

Willpower is a funny thing. Most people don’t have it, yet think they do. If you put us in a dark room with a movie and give us a bucket of popcorn, our instinct is to eat it and eat lots. Even if it is stale!

I don’t know about you, but secrets to living to 100 doesn’t intrigue me as much as secrets to happiness. What’s the point in living to 100 if you’re not happy, anyway?

Autumn is a time of change. As the temperatures cool and the days grow shorter, we experience nature’s transition from the warmth of summer to the crispness of late autumn.

The story of this year has been the persistent rise in interest rates. This trend really began to accelerate in September into early October. Rates rattled financial markets resulting in a stock market correction and prompting some to consider whether the bond vigilantes were back.

Like cookies, building a healthy financial life takes the right ingredients, a good recipe, and a lot of time.

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.

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.

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.

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.

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.

This summer, tune into our top podcast collection as we share what we are listening to and learning from. Then, share with us what you are listening to!

Meet PYA Waltman's newest team members, Michael and Connor.

Aaron Nolan shares the lessons he learned from his own father and teaches that it is the lessons we give with our actions that make a lasting impression.

Are women better investors than men? Research suggests yes. Here's why.