Piatchek & Associates

Piatchek & Associates We help people achieve their dreams by creating, protecting, and enhancing wealth. It's your future...you earned it. Call us (417) 881-7900 today.

Successful individuals, families and business owners have entrusted their financial concerns to Piatchek & Associates since 1972 because we're local, independent, and family-owned--and we strive to provide a better experience for our clients than they can get anywhere else. We'll help you manage risk and fund the good life with ultra-efficient investments, comprehensive financial planning, and com

petitive life insurance rates. Call us at (417) 881-7900 to arrange your complimentary consultation. Disclosure:
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. Piatchek & Associates, Inc. is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Piatchek & Associates, Inc. or PartnersFinancial. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

A Roadmap for Your FamilyA will is an essential legal document that describes how your estate should be distributed upon...
08/21/2026

A Roadmap for Your Family

A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as a guide for your heirs. A letter of instruction has no formal legal status, but it could be just as important as a will in helping your loved ones settle your estate and move forward with their lives. Think of it as a roadmap for your family, providing information about the steps they should take during a difficult time.

Learn more here: https://www.piatchekandassociates.com/A-Roadmap-for-Your-Family.c10494.htm

What Is Value Investing?During the period before and after World War II, financial analyst and Columbia University profe...
07/24/2026

What Is Value Investing?

During the period before and after World War II, financial analyst and Columbia University professor Benjamin Graham published two books, Security Analysis (1934) and The Intelligent Investor (1949), that defined an approach to the stock market that became known as value investing. Although some of Graham’s ideas have become outdated, his basic strategy remains a bedrock of modern investing, and his most famous pupil, Warren Buffett, is considered among the greatest investors of all time.

Learn more here: https://www.piatchekandassociates.com/What-Is-Value-Investing.c10537.htm

Keeping Cool in Volatile MarketsOn April 2, 2025, President Trump announced sweeping tariffs that were larger and differ...
05/22/2026

Keeping Cool in Volatile Markets

On April 2, 2025, President Trump announced sweeping tariffs that were larger and different in structure than expected. Over the next two days, the S&P 500 Index plunged by 10.5%. The Dow Jones Industrial Average lost 9.3%, and the tech-heavy NASDAQ Index dropped 11.4%.1 The two-day rout erased $6.6 trillion in market value, the largest two-day loss of shareholder value in U.S. history.

Read more here: https://www.piatchekandassociates.com/Keeping-Cool-in-Volatile-Markets.c10478.htm

Q&A on RMDsTax-deferred retirement savings accounts, including IRAs and employer-based plans, are an appropriate way to ...
05/20/2026

Q&A on RMDs

Tax-deferred retirement savings accounts, including IRAs and employer-based plans, are an appropriate way to build assets. Your accounts can potentially grow without losing ground to income taxes each year, and depending on the account type and your income level, you may also benefit from a tax deduction for your contributions.

Learn more here: https://www.piatchekandassociates.com/QandA-on-RMDs.c10479.htm

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1355 E Bradford Pkwy Ste F
Springfield, MO
65804

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Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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