Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
READ MORESeven ways we have helped our clients
by Jon Sevenker | Dec 11, 2018 | P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
READ MOREFive ways we helped clients in the last month
by Jon Sevenker | Nov 8, 2017 | P&A Articles
Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
READ MOREConfessions of an Investment Advisor
by Jon Sevenker | Jun 14, 2017 | P&A Articles
I have a confession to make. A couple of months ago, I did something I’m not very proud of. In a moment of (youthful?) indiscretion, I told...
READ MOREDonor-advised funds increase charitable impact
by Trey Pittenger | Nov 8, 2016 | Charitable Giving, P&A Articles
Donor-advised funds (DAFs) are a great way to increase your charitable giving impact. Traditionally, a donor contributes highly appreciated...
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