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 | Investment Management, 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 MOREThe P&A referrals process
by Trey Pittenger | Feb 26, 2015 | P&A Articles
What type of person do you trust the most: The one who leads by example and does what they say they’ll do? Or the one who says emphatically,...
READ MORE7 money strategies for 2015
by Trey Pittenger | Feb 3, 2015 | P&A Articles
Here are seven money strategies for you to consider acting on in 2015: Start an after-tax investment account Aside from the benefits of...
READ MOREMoney CAN buy happiness – Here’s how…
by Jon Sevenker | Dec 4, 2014 | P&A Articles
If art is in the eye of the beholder, then I’d argue happiness is as well, since the term means different things to different people. Research...
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