The P&A Blog
Ship Medicare Minute- May 2022
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare Minute’. Click here for the May's edition of the Nebraska SHIP Medicare...
A new Lending facility for our clients
P&A clients who meet certain criteria now have another way to borrow money against their Schwab after-tax investment (i.e. non-retirement) account. Goldman Sachs Private Bank Select offers a flexible line of credit that is secured by a pledge of your Schwab...
April Market Recap
Real Gross Domestic Product (GDP), which is the broadest measure of overall economic growth, declined by 1.4% at an annual rate in the first quarter of 2022. This was a significant slowdown from the end of last year when economic growth was running at 6.9%. ...
Saving you some effort
Back in December 2021, we mailed a letter to our clients saying we had made a change in how we process securities litigation and class action lawsuits related to publicly-traded investments. Here are the top 10 things to know about this: First, what exactly is a...
P&A is Hiring
P&A is hiring again! We continue to expand our investment research team and are looking to hire a smart, self-motivated individual who has a natural curiosity for all things investments, as well as an ability to engage and collaborate P&A team members and...
5 things to know about Secure Act 2.0
On March 29th, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022, known as Secure Act 2.0. This bill now moves to the Senate, who will mark up and pass their own version in the coming months. Passage of the final bill likely...
What is loss trading?
In a recent devotional I read, the writer started with, “Life is a series of battles and blessings, battles and blessings, battles and blessings, battles and blessings, battles and blessings…”. He extended this out for a few more written lines, and the point he made...
2022 – 1st Quarter Letter – Really Like
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 relation to the stock market, our decision-making "tree" at P&A, and a review of the Pareto Principle.
March Market Recap
While the list of concerns facing the economy and the markets remains long (Russia’s invasion of Ukraine, high oil prices, surging food prices, rising inflation, Fed rate hikes, supply-chain issues, etc.) the March jobs report provided a bright spot. Nonfarm payrolls...
Ship Medicare Minute- April 2022
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare Minute’. Click here for the April edition of the Nebraska SHIP Medicare...
How to support Give to Lincoln Day with IRA distributions
Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund your gifts to this event. We’ll also touch on two additional ways to support Give to Lincoln Day. What is Give to Lincoln Day?...
Strategies for Avoiding IRMAA
Income-related monthly adjustment amount, or IRMAA, applies to Medicare beneficiaries with Part B and/or Part D coverage. IRMAA is a surcharge that is added to your Part B and Part D premiums for those who have higher incomes. Traditionally, the IRS looks back two...
Charitable endeavors & generosity
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to harness the power of a Donor Advised Fund (DAF), which we’ve written about before. At P&A, we have 85 clients who have...
Ship Medicare Minute- March 2022
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare Minute’. Click here for the March edition of the Nebraska SHIP Medicare...
February Market Recap
The most significant issue impacting markets as the month of February ended was the Russian invasion of neighboring Ukraine. After declaring the Donetsk and Luhansk regions of Eastern Ukraine as independent, Russian President Vladimir Putin sent “peace-keeping”...
Ship Medicare Minute- February 2022
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare Minute’. Click here for the February edition of the Nebraska SHIP...
Understanding investing fees & expenses
We’ve written about why investment fees matter before. And since fees can take a big bite out of your investment returns over time, it’s important to understand what you’re paying and how your current advisor earns their keep. Financial advisors today primarily come...
January Market Recap
Major economic releases during the month of January showed that the economy grew at a robust pace to finish the year and inflation remains stubbornly high. Starting with the broad economy, Real Gross Domestic Product (GDP) – the broadest measure of goods and services...
