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...
by Jon Sevenker | Oct 16, 2018 | 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 historical stock market investment returns, bull and bear markets, corrections, portfolio management, reversion to the mean, and the meaning of...
by Jon Sevenker | Jul 10, 2018 | 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...
by Jon Sevenker | Apr 12, 2018 | 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: earning the trust of our clients, AUM, investments, portfolio management, stocks, bonds, Wall Street, bull markets, and...
