The P&A Blog

The P&A Portal

The P&A Portal

One of the standards to which P&A has always held ourselves is delivering a high degree of transparency to you, our client: transparency with fees, with conflicts of interest, and with how we are managing your hard-earned investments dollars.  We believe...

SHIP Medicare Minute – September 2020

SHIP Medicare Minute – July 2020

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...

Watch out for these 7 investment biases

Watch out for these 7 investment biases

"Investing is overwhelmingly a game of psychology." – Morgan Housel As humans, we're all guilty of biases. Some affect the way we treat others, our religious or political beliefs, and of course, financial decisions. Here we present seven of the more prominent...

10 money quotes that make you think

10 money quotes that make you think

There are hundreds of great quotes about money, investing, and personal finance. We've whittled these down and plucked out 10 with a deeper meaning than just dollars and cents. - "Investing should be more like watching paint dry or watching grass grow." PAUL SAMUELSON...

Happy 25th Birthday to P&A!

Happy 25th Birthday to P&A!

P&A was born on 6/30/95.  We have faithfully forgotten to celebrate every year since then.  This year was no exception, but so far, the faux pas has not exceeded 24 hours.  I have never been good at calendars or birthdays, but this one should...

What is ESG investing?

What is ESG investing?

Are you interested in aligning your money with your values?  A recent study shows 71% of investors are very or somewhat likely to make investments that do just that.  But before we introduce ESG investing, here’s a question: Do you think a company has a responsibility...

What is the best way to time the market?

What is the best way to time the market?

What is the best way to time the market? In the sheepish words of Tow Mater from Cars, “To not to…” The ‘experts’ say that people need to see or hear a message at least seven times before they might believe it.  Going back to 1994, we at P&A are well past the 7x...

What to expect when you visit P&A

What to expect when you visit P&A

Due to the 2019-2020 outbreak of the novel coronavirus, COVID-19, we at P&A are taking extra precautions as we invite our clients and prospective clients to come visit us in person.  Along with a modified staffing approach to maintain 6 feet of separation, on-site...

Grateful

Grateful

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  First, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during the...

A paperwork story

A paperwork story

A husband and wife met with us a couple times and they’re ready to become our client.  P&A has checked the boxes for a simple pricing structure, a fiduciary relationship, and full transparency.  They’re also drawn to our financial planning services and being able...

How we’re spending our time

How we’re spending our time

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  For this post, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during...

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
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