by Jim Pittenger | Apr 23, 2020 | 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 a look at the market over the past few months, how portfolios work and how they’re measured, and what implications exist with COVID-19 currently in...
by Jim Pittenger | Jan 10, 2020 | 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 a look back on markets during 2019, the Top Down vs. Bottom Up approach to investing, and P&A’s evolution of portfolio management over the...
by Jim Pittenger | Oct 10, 2019 | 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 the “wall of worry” that stocks climb during a bull market, asset allocation and attribution, and – of course – the world...
by Jim Pittenger | Jul 26, 2019 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. This letter covers the evolving set of standards that brokers and financial advisors have been held to over the years. In the last several years, there has been a...
by Jim Pittenger | Apr 15, 2019 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. This letter covers the difference between spending dividend income and realizing capital gains to create needed income. Dividends are taxed at higher rates than...
by Jim Pittenger | Jan 15, 2019 | 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 cashology (the study of earning, saving, & investing money), compound interest, the Rule of 72, investment risk, & the DOL fiduciary...
