The P&A Blog
The Social Security “penalty” that isn’t
Are you really penalized for taking Social Security benefits before full retirement age while still working? There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security...
SHIP Medicare Minute – June 2021
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
Quarterly Account Reviews
Welcome back to another blog post in the series “Behind the Scenes at P&A”! If you missed last month’s installment, you can read it here. As teased in that blog post, I’ll be taking a look at the formal quarterly review process. I’m excited to write about this...
Your cybersecurity
I recently read an article about “keeping yourself cyber safe.” Some days it feels like every other article I read is about someone scamming another person. Spam continues to bombard us. Cybercriminals have gotten very creative in the way they obtain information,...
Book Review: “Think Again” by Adam Grant
If you’re into the social sciences, you’re probably familiar with Adam Grant’s other books, Give and Take and Originals are two. Both of these books are great reads, but his latest, Think Again, might be his best yet. The premise behind Think Again is that we as...
The 10 most frequently asked questions by prospective clients
Are you in the market for professional financial guidance? Knowing which questions to ask a potential advisor is a great start. Since June 30, 2020, the Securities and Exchange Commission (SEC) has required Registered Investment Advisors and brokers to address a...
SHIP Medicare Minute – May 2021
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
How We Pick Stocks
I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to...
Schwab Mobile Deposit
Have you ever wondered, “How can I deposit this check into my brokerage account as soon as possible?” Charles Schwab has an answer: Schwab Mobile Deposit. No more driving, mailing, or wondering if the check has arrived yet! If you use mobile banking with your current...
Insurance & Annuity Reviews
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell insurance. We know what we do best—investment management and financial planning--and we focus our efforts here. Additionally, we...
2021 – 1st Quarter Letter – Unrealized Gains
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include the markets during the pandemic in 2020, a brief look into our portfolio management software, and reading materials on the topic of hyperinflation.
Inflation vs. The Fed
Over the last year, the federal government has thrown trillions of dollars into the economy because of the pandemic. And during this time, Americans have squirreled away $1.6 trillion in savings. As the economy ramps up, there's a real concern of this surge of money...
SHIP Medicare Minute – April 2021
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
5 ways to gift to your children
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious schools, dress them in the finest clothes, guide them with the wisest rules, and boldly confront their worst fears. But, if...
P&A is hiring (again)!
P&A is looking to add our next great team member! For our next hire, we are looking for someone who is research-oriented and loves learning about and digging into companies and new investment ideas. As with all our P&A staff, we are looking for someone who...
Victories & Challenges: A Year in Review
One whole year, and what a year it has been! This week marks the anniversary of our work-from-home staff rotations in response to the novel coronavirus COVID-19 pandemic. Shortly after making this transition, we started publishing “COVID-19-free” blog posts in which...
SHIP Medicare Minute – March 2021
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
Should I consolidate?
In today’s world where everything seems to be done online, wouldn’t it be nice to reduce the number of logins you have to keep track of? Consolidating retirement accounts might just do the trick. It might also ensure none of your hard-earned money goes missing. ...
