This is my first ever haiku (and maybe my last), so bear with me: Cash when you need it.Doesn’t matter, then it does.That’s liquidity. When...
READ MOREP&A has a new website!
by Jon Sevenker | Sep 11, 2018 | Client Services & Operations, P&A Articles
We live in a digital world that bombards us with notifications, breaking news, and casino-like noise. Because we are constantly filtering...
READ MORE2018 – 2nd Quarter Letter – Cashology Revisited
by Jim Pittenger | Jul 10, 2018 | Investment Management, 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...
READ MOREPOAs & MoneyLinks
by Jim Pittenger | Aug 1, 2016 | Client Services & Operations, P&A Articles
During our new client onboarding process, we stress the client’s need for liquidity access. This can be satisfied with the Schwab checkbook,...
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