by Hannah Lockard | Apr 29, 2021 | Investment Management, P&A Articles
I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to... 
by Trey Pittenger | Nov 30, 2020 | Investment Management, P&A Articles
A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition; however, when we sit back and think about it, there are a variety of benchmarks we encounter in our every-day lives. Whether it’s... 
by Jim Pittenger | Oct 28, 2020 | Investment Management, P&A Articles
The equity market is responding to a three-headed monster. First, you have an uptick/surge in Covid cases around the country and around the world. Second, you have the potential for a contested presidential election. And third, there doesn’t seem to be any urgency... 
by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investment Management, 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 | Investment Management, 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 | Investment Management, 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... 
