A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition;...
READ MOREWhat’s impacting the markets today?
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...
READ MORE12 ways an excellent financial advisor adds value
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...
READ MOREWhat is ESG investing?
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...
READ MOREWhat you need to know about annuities
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...
READ MORE7 investing rules it pays to remember
by Jon Sevenker | Jul 13, 2019 | Investment Management, 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,...
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