The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include defining time and patience in...
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 MOREWhy own Equities?
by Jim Pittenger | Jun 3, 2019 | Investment Management, P&A Articles
The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt. Next up is “Why own...
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...
READ MORE2018 – 1st Quarter Letter – The Speed of Trust
by Jim Pittenger | 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...
READ MORE