Portfolio Advisory Associates

Call Website Contact the business

Portfolio Advisory Associates We help individuals and families keep more of what they make through tax-smart financial planning.

Our mission is to help successful individuals and families achieve financial security through developing an organized, comprehensive plan. We serve as a knowledgeable, trusted team to provide reassurance to our clients regarding any questions or concerns that may impact their finances.

10/14/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

\$100 not spent is more like \$143. Intrigued?
10/12/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Concerned about identity theft? Some things to leave at home.
10/09/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
10/07/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investo...
10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Being healthy may help your personal finances.
10/05/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Take the time to think about these three things when shopping for your next vehicle.
10/02/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

Address

Columbia, MD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13012991763

Alerts

Be the first to know and let us send you an email when Portfolio Advisory Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Portfolio Advisory Associates:

Shortcuts

Share