by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investing, P&A Articles
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your risk profile? While these are essential aspects of the job, they tend to represent your baseline expectations when entering an... 
by Jon Sevenker | Jun 6, 2019 | Financial Planning, Investing, P&A Articles, Retirement
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my experience. I arrived a minute before they opened. Through the garage doors, I could see several guys talking and laughing.... 
by Jon Sevenker | Apr 4, 2019 | Financial Planning, P&A Articles
Congratulations! You are one in 292 million. When you first saw the winning numbers, you no doubt did a triple or quadruple take. Maybe you rubbed your eyes as your heart began to race. Maybe you got down on your knees and looked to the heavens, arms... 
by Jon Sevenker | Dec 11, 2018 | Financial Planning, P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more than manage investments. Here are seven ways we have helped our clients in the last month. Medicare/SHIIP – Diane and... 
by Trey Pittenger | Jul 10, 2018 | Financial Planning, P&A Articles
“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction. Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam. Find out if... 
by Trey Pittenger | May 10, 2018 | Financial Planning, P&A Articles
Besides managing investments, we help our clients plan for and go through financial transitions. There are pain points associated with these financial decisions, so we want to be there when our clients need help. Here are five ways we added value to a client’s... 
