By 1995, Pitt decided it was time for a change. The brokerage company he was working for (Dean Witter, now part of Morgan Stanley) was...
READ MORE2017 – 1st Quarter Letter – P&A Happiness Factors
by Jim Pittenger | Apr 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. Topics include happiness quotient, client...
READ MOREInvestment fees & expenses
by Jon Sevenker | Apr 11, 2017 | Investment Management, P&A Articles
If you’re car shopping and have narrowed it down to two similar models, but one is $10,000 more, you intuitively know the more expensive model...
READ MORERules of Thumb
by Shane Riley | Apr 11, 2017 | P&A Articles
There are billions of pieces of information we’re exposed to every second and we make thousands of decisions each day. Rightfully so, our...
READ MOREPeak Season
by Shane Riley | Feb 15, 2017 | P&A Articles
It’s peak season. No, I don’t mean shredding fresh powder in the Rockies over President’s Day weekend. I’m talking about the annual tradition...
READ MOREWhat’s your plan?
by Jon Sevenker | Jan 17, 2017 | Financial Planning, P&A Articles
Former heavyweight boxing champ Mike Tyson once said, “Everybody has a plan until they get punched in the mouth.” I love this quote because it...
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