by Jim Pittenger | Jul 1, 2020 | P&A Articles
P&A was born on 6/30/95. We have faithfully forgotten to celebrate every year since then. This year was no exception, but so far, the faux pas has not exceeded 24 hours. I have never been good at calendars or birthdays, but this one should...
by Jim Pittenger | May 15, 2020 | P&A Articles
A husband and wife met with us a couple times and they’re ready to become our client. P&A has checked the boxes for a simple pricing structure, a fiduciary relationship, and full transparency. They’re also drawn to our financial planning services and being able...
by Jim Pittenger | Apr 23, 2020 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include a look at the market over the past few months, how portfolios work and how they’re measured, and what implications exist with COVID-19 currently in...
by Jim Pittenger | Mar 3, 2020 | P&A Articles
Like anyone else, I watch TV. However, I might be a tad more discriminating about the “facts” I allow to invade my cranium. Previously mentioned in my scribblings is a passion for how things work. It is not unusual for me to take things apart before using them. ...
by Jim Pittenger | Jan 10, 2020 | P&A Articles, Quarterly Letters
The latest P&A Quarterly Letter to clients is available in PDF form. You can download it here. Topics include a look back on markets during 2019, the Top Down vs. Bottom Up approach to investing, and P&A’s evolution of portfolio management over the...
