All of us in service industries need to be able to communicate effectively. A couple of weeks ago I was trying to explain to a client the value...
READ MOREWhat is Cashology?
by Elizabeth Sydzyik | Mar 31, 2016 | Investment Management, P&A Articles
What is Cashology? Britannica has been replaced by Wikipedia, a place where information and education can be created by anyone. Fans of The...
READ MOREHow we benchmark performance
by Jon Sevenker | Mar 2, 2016 | Investment Management, P&A Articles
A long time ago, we figured out if you want to earn the trust of someone, you need to look them in the eye, and be open and honest, which is...
READ MOREStock market correction provides opportunity
by Jim Pittenger | Feb 12, 2016 | P&A Articles
There is no typical client. Some are delegators, some are do-it-yourselfers, and some are better described by the term validators. I have...
READ MOREThe power of a financial roadmap
by Jon Sevenker | Feb 9, 2016 | Financial Planning, P&A Articles
Financial planning is a broad concept that encompasses a lot of moving parts. Here we look at the top benefits of doing a P&A financial...
READ MORE10 money tips when you’re just starting out
by Jon Sevenker | Feb 3, 2016 | Next Generation, P&A Articles
If you’re just starting out in the workforce, or have a son or daughter who has recently graduated, here are 10 tips that will help a person on...
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