Dan Pink, in his book, To Sell is Human, defined clarity as “the capacity to help others see their situations in fresh and more revealing ways...
READ MOREWhat is performance?
by Jon Sevenker | May 5, 2015 | P&A Articles
If we were hiring a financial advisor, one of the first questions we’d have for them is “what’s your track record?” Prove to us you know what...
READ MOREThe 5 most frequent questions we get
by Jon Sevenker | Apr 22, 2015 | P&A Articles
On an average working day, we field a dozen phone calls from clients with questions about their financial lives. Certain questions get asked...
READ MOREWho wants to be a 401k millionaire?
by Jon Sevenker | Mar 18, 2015 | P&A Articles
George is a 401k millionaire. He is a client of ours, he’s 59 years old, and George isn’t his real name. George has worked for...
READ MOREWhy we run diversified portfolios
by Jon Sevenker | Mar 12, 2015 | P&A Articles
As early as the 17th century there was the advice to not put all your eggs in one basket. Taking the opposite stance was Mark Twain, who said:...
READ MOREFollow P&A on Twitter!
by Jon Sevenker | Mar 2, 2015 | P&A Articles
Want to know our thoughts in real time? Give us a follow on Twitter (@pittand). We’ll share links to our P&A blog articles as...
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