Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate...
READ MORE12 ways an excellent financial advisor adds value
by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investment Management, P&A Articles
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your...
READ MOREFive ways we helped clients in the last month
by Jon Sevenker | Nov 8, 2017 | Financial Planning, 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 | Investment Management, 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 | 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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