The P&A Blog

What Pitt’s been watching

What Pitt’s been watching

These days, we are all getting a good load of the entertainment offered by Netflix, Prime Video, or whatever your favorite streaming service. The “go-to” titles were exhausted in early summer, and most of us are open to suggestions at this point. What follows are...

Lifelong learning opportunities for retirees

Lifelong learning opportunities for retirees

For most people, "retirement" is NOT a time of sitting around and doing nothing. (In fact, this sedentary lifestyle can be stressful.) Most people want to remain active, engaged, and purposeful. More than ever, there are abundant resources for those looking for new...

What’s impacting the markets today?

What’s impacting the markets today?

The equity market is responding to a three-headed monster.  First, you have an uptick/surge in Covid cases around the country and around the world.  Second, you have the potential for a contested presidential election.  And third, there doesn’t seem to be any urgency...

P&A’s office expansion is complete

P&A’s office expansion is complete

If you happened to call in to (or stop by) our office between April and September, there was a good chance you heard construction noise in the background.  Thank you for your patience during this process.  Now that the noise has subsided, and our office expansion is...

Bunching to reduce taxes

Bunching to reduce taxes

“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful.  Find out if you are among the certain taxpayers who stand to gain even greater tax...

P&A is hiring!

P&A is hiring!

As our business continues to grow, so too must our company.  Now that our recent office remodel is complete, we're looking to hire a new Director of First Impressions.  This is the first person you see when you enter our office and likely the first person you talk to...

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...

Categories

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.

Get P&A in your inbox!

Get P&A in your inbox!

Our once-a-month email is designed to cover topics that impact your financial life, whether you’re just starting out, mid-career, or enjoying retirement.  Learn about planning opportunities, our thoughts on the markets, and many other empowering topics.  We will never sell or give away your email address, nor will we spam you.  We embrace the Golden Rule.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

Please enter your name and email below.

You have Successfully Subscribed!