Earlier this year, we facilitated a client survey with a subset of our client base. One of the resounding desires for many was insights or...
READ MOREBook Review: “The Psychology of Money” by Morgan Housel
by Jon Sevenker | Sep 23, 2020 | Book Reviews, P&A Articles
In my opinion, Morgan Housel is the best behavioral financial writer today. I learn something from every article of his that I read. So when I...
READ MOREFinancial “adulting” for graduates
by Jon Sevenker | May 6, 2019 | Next Generation, P&A Articles
My Teammates mentee will graduate high school in a few weeks and head off to college in the fall. In our most recent conversation, he used the...
READ MORECatching words of wisdom
by Jon Sevenker | Jun 13, 2018 | Investment Management, P&A Articles
Even though I’ve seen the movie “A River Runs Through It” a handful of times, I’d never read the book. Then Stephen King recommended it to...
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