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 29, 2020 | Investing, P&A Articles
Are you interested in aligning your money with your values? A recent study shows 71% of investors are very or somewhat likely to make investments that do just that. But before we introduce ESG investing, here’s a question: Do you think a company has a responsibility...
by Jon Sevenker | Jul 16, 2019 | Investing, P&A Articles
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold an annuity by their current or previous advisor. They want to know if they should keep it or get out. If you find yourself...
by Jon Sevenker | Jul 13, 2019 | Investing, P&A Articles
Investing rules can be easy to come by and hard to implement. As you can imagine, we spend a fair amount of our time, both at work and at home, reading financial news and periodicals. Several years ago, we ran across an article in the Wall Street Journal called “16...
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 Jim Pittenger | Jun 3, 2019 | Investing, P&A Articles
The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt. Next up is “Why own Equities?,” which went to print in November 2001. Even though this paper is almost 18 years old, you will notice some...
