Financial planning is a broad concept that encompasses a lot of moving parts. We see great value for our clients in having a financial plan...
READ MORE2017 – 2nd Quarter Letter – Portfolio Science
by Jim Pittenger | Jul 13, 2017 | Investment Management, P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Portfolio science includes stocks, bonds,...
READ MOREWhy people hire us
by Shane Riley | Jun 14, 2017 | P&A Articles
Widespread reluctance to technology adoption has all but disappeared and we humans are witnessing in real-time the evolution of the digital...
READ MOREConfessions of an Investment Advisor
by Jon Sevenker | Jun 14, 2017 | P&A Articles
I have a confession to make. A couple of months ago, I did something I’m not very proud of. In a moment of (youthful?) indiscretion, I told...
READ MOREPrinciples of Cashology
by Trey Pittenger | Jun 2, 2017 | Investment Management, P&A Articles
Cashology is a term we use around P&A to describe the various ways of making money work for you, rather than the other way around. In this...
READ MOREControl your 401k fate
by Jon Sevenker | May 10, 2017 | P&A Articles
If you’re like most people, your company retirement account ranks right up there with your home as your biggest asset. Most of you who have a...
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