Portfolio Advisory Associates

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.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
09/02/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

09/02/2026

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

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/31/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Do you have a will? Is it updated?
08/28/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/26/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

Do you know the risk factors that can lead to cognitive decline?
08/24/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

An ILIT could play a role in your estate strategy.
08/21/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

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Columbia, MD

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

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+13012991763

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