The P&A Blog
Online access
In today’s world where everything seems to be online, you might be hesitant to set up yet another login that requires a fancy user ID, unique password with 8-16 characters, and a secret question about which street you lived on when you were five years old! At P&A...
Smells like new pencils
It’s that time of year again – Back-to-School! As a kid, I loved summer, but I always looked forward to shopping for new school supplies. I’d take my time picking out new pencils, colorful folders, and matching notebooks, and then I would try to convince my mom I...
I’d like a second opinion
Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world headquarters. On August 2, 2022, Carl Richards (@behaviorgap), noted financial author and “Sketch Guy,” tweeted: For 98% of people, life insurance has one purpose: Replace...
July Market Recap
The U.S. economy contracted at an annual rate of 0.9% in the second quarter. This follows a decline of 1.6% in the first quarter. Traditionally, the simplistic definition of recession is two consecutive quarters of negative real GDP growth. In reality, the National...
P&A Spotlight: Amy Masten
Questions and Answers with Amy Masten Where are you originally from? I was born and raised in a small town named Toccoa in Georgia. I moved to Nebraska seven years ago to pursue my career. Tell us about your family: As the oldest of six siblings, family is very...
A closer look at beneficiaries
In mid-July, we wrote about seven estate planning terms to know because the importance of an estate plan can’t be underestimated. Not having one can lead to delays, increased expenses, and unneeded hassles. With that in mind, we wanted to go a bit deeper on three...
7 estate planning terms to know
Estate planning is very important; however, it means coming to terms with your own demise. Still, if you want to have a say as to who gets your assets after you’re gone, estate planning is a must. What follows are some common terms associated with estate planning and...
P&A Spotlight: Ema Kohmetscher
Questions and Answers with Ema Kohmetscher Where are you originally from? I grew up on a farm outside of Juniata, Nebraska. I attended Adams Central High School and Hastings College before moving to Lincoln two years ago. Tell us about your family: I have been...
June Market Recap
The Stock Market If it feels like the first half of 2022 was one of the most challenging periods you’ve experienced in your investing lifetime you’re not alone. In fact, you would be objectively correct in your assessment! So far in 2022 four of the first six months...
2022 – 2nd Quarter Letter – Volatility not Risk
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Take a closer look at the business cycle, including expansions and recessions, and the services we offer.
Test your July 4th knowledge
On July 4th, we will officially celebrate our nation’s 246th birthday. And since we’re fond of trivia at the P&A office, we thought it appropriate to offer up these fun and informative 4th of July themed trivia questions. 1) How many hot dogs will Americans...
May Market Recap
May’s jobs report continued to point to a strong labor market that is continuing to heal from the pandemic. A total of 390,000 jobs were added during the month and the unemployment rate remains at 3.6%. Total nonfarm payrolls are still 822,000 below where they were...
It’s Medicare Fraud Week!
Did you know Medicare loses an estimated $60 billion each year due to fraud, errors, and abuse? June 5th marks the beginning of Medicare Fraud Week. Listed below are some guidelines, current scams we’ve been notified about, as well as a link to the Senior Medicare...
Everyone’s talking about I Bonds
You’ve probably heard about the eye-popping interest rate offered by the US Treasury on Series I bonds. We’ll look at how they work, and their pros and cons. What they are & how they work Series I bonds were first introduced in 1998. They have two components: a...
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...
