Punch & Associates Investment Management, Inc.

We recently hosted our 2024 Wealth Strategies Workshop at the American Swedish Institute. Our Punch team conducted two engaging breakout sessions, the first titled “Finding Your Income & Estate Tax Home” presented by Jessica Johnson and Cory Kiner, CPA, the second “The Heart of Financial Planning” led by Ruth Langworthy and our guest speaker, John Busacker. After the sessions, we joined as a large group to hear about Swedish culture and Punch advisory customs from Linnea Åkesson and Andy Matysik. It was a lovely evening and we enjoyed connecting with clients and colleagues! 

We are pleased to welcome Kevin Robertson, CFA to the Punch team as our Director of Institutional Relationships! Kevin comes to us with extensive experience and will be a great resource for our institutional investors. Read more about Kevin and his role: https://lnkd.in/ggJm4HbC

We welcome you to the Punch Spring/Summer 2024 publication which focuses on how we apply discipline across our entire firm for our clients’ benefit. In the words of Howard Punch, “Discipline is about doing what needs to get done regardless of how you feel in the moment.” Please enjoy our recent issue to hear broadly from our team about how our distinctive investment and advisory approach stands out from the crowd. https://lnkd.in/gW_zdwjM

We’d like to welcome Khalil Harris, CFP®, CRPC® to our Punch team! Khalil joined the Wealth Strategies Group as an Associate Advisor, and he is ready to assist clients in all aspects of financial planning. Read more in his biography. https://lnkd.in/gxV23QN2

We’re excited Chris Verbracken recently joined our team as our Director of Technology. Read his biography to learn more about him and his role. Welcome to Punch, Chris! https://lnkd.in/g6uNxn4p

We are pleased to announce Andy Matysik has been appointed as our CEO! Andy has been with Punch since our inception in 2002, and we are excited for him to lead and develop our firm in this new capacity. Learn more about Andy and his new role: https://lnkd.in/gC8GEC4q

Essentialism is a concept that New York Times bestselling author Greg McKeown explored in a book by that same name. Essentially (ahem), essentialism is a way of thinking and living that can help us achieve more by doing less. We can apply essentialism to various aspects of our lives, especially investing and financial planning. Essentialism is an enduring theme in our Fall/Winter 2023 Publication: https://lnkd.in/gUKUF62t