by Jon Sevenker | Jan 14, 2019 | P&A Articles
December was a wild ride for the stock market. CNBC, the financial infotainment network, was in heaven. So many BREAKING NEWS opportunities! Of the 21 trading days in December, the Dow Jones Industrial Average gained or lost more than 250 points on 12 of these...
by Jon Sevenker | Dec 18, 2018 | P&A Articles
When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers. Beyond some of the obvious questions (How are you compensated? What services do you provide? Do you work with people like me?),...
by Jon Sevenker | Dec 11, 2018 | 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 Jon Sevenker | Dec 4, 2018 | P&A Articles
Over the years, we have found that working with people whose beliefs match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....
by Jon Sevenker | Nov 27, 2018 | P&A Articles
As of October 2018, we manage over $1.5 billion in assets for 600 clients from 29 U.S. states with a full-time staff of 12 people. To operate this efficiently, we lean heavily on technology. The result is increased transparency and a deeper level of trust with our...
by Jon Sevenker | Nov 20, 2018 | P&A Articles
Financial advisors largely fall into one of two categories: those who sell products and those who do not. In industry parlance, advisors who do not sell products are fee-only and those who do sell products are fee-based. While their names are similar, their business...
