The P&A Blog

Protecting our senior investors

Protecting our senior investors

The news headlines have been screaming it… Another senior or vulnerable adult exploited out of their hard-earned money by a stranger, somebody close to them, or someone in between. Protecting senior investors has been a hot topic in the financial industry as more and...

16 great retirement quotes

16 great retirement quotes

Retirement has evolved over time and will continue to do so.  So, we thought it would be fun to share 16 great retirement quotes we found online.  As you’ll see, some folks are all for retirement, while others are adamantly against it.  Either way, may your life have...

529 Savings – Not just for your kids

529 Savings – Not just for your kids

As the Baby Boomers begin to enter (or think about) retirement, most of them won’t be content to sit in the easy chair and watch the television all day.   Many are choosing a more active retirement, full of travel, finding new hobbies or learning something new.  For...

What’s impacting the markets?

What’s impacting the markets?

The Dow Industrials hit an all-time high of 27,398 on July 16, 2019.  Since then, the index is down 7%.  Is this the beginning of the end of what many consider the longest bull market in U.S. stock market history?  Or is this yet another speedbump the market will...

Support your Huskers, save on taxes!

Support your Huskers, save on taxes!

Pretty soon, you’ll be seeing red everywhere.  With Huskers sports season about to kick off, fans will be showing support for their beloved Nebraska teams in a variety of ways, one of which is through financial support.  If you’re a Husker fan and you give money to...

Scrappy or crappy?

Scrappy or crappy?

Last week, I did something I haven’t done in years; I walked into a national chain bookstore, determined to buy a book.  After reading several Kindle books, I missed the feel of a hardcover.  Ten minutes of browsing led me to “Trillion Dollar Coach” about Bill...

What you need to know about annuities

What you need to know about annuities

Over the last year, we’ve had a noticeable uptick in questions about annuities.  Most are coming from prospective or new clients who were sold an annuity by their current or previous advisor.  They want to know if they should keep it or get out.  If you find yourself...

7 investing rules it pays to remember

7 investing rules it pays to remember

Investing rules can be easy to come by and hard to implement. As you can imagine, we spend a fair amount of our time, both at work and at home, reading financial news and periodicals. Several years ago, we ran across an article in the Wall Street Journal called “16...

Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 70.5 years of age,...

2019 – 2nd Quarter Letter – Sixth Sense

Why own Equities?

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  Next up is “Why own Equities?,” which went to print in November 2001.  Even though this paper is almost 18 years old, you will notice some...

You can’t snooze your baby

You can’t snooze your baby

“Have a child,” they said, “…it will be so joyous and magical.” Well, they weren’t wrong. Becoming a first time parent has been joyous and magical…and overwhelming and has made me feel like I have absolutely no clue what I’m doing, and what exactly did I just sign up...

2019 – 2nd Quarter Letter – Sixth Sense

Why Do I Like Par Bonds?

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  Next up is "Why Do I Like Par Bonds?,” which went to print in March 1989.  Even though this paper is 30 years old, you will notice some...

Financial “adulting” for graduates

Financial “adulting” for graduates

My Teammates mentee will graduate high school in a few weeks and head off to college in the fall.  In our most recent conversation, he used the word “adulting” to describe some of the tasks involved in preparing to fly the coop.  Apparently, I’m out of touch because I...

2019 – 2nd Quarter Letter – Sixth Sense

Sensationalism & The Small Investor

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  The first is called “Sensationalism & The Small Investor,” which went to print in October 1988.  Even though this paper is 30 years old, you...

Lottery-winning advice

Lottery-winning advice

Congratulations!  You are one in 292 million.  When you first saw the winning numbers, you no doubt did a triple or quadruple take.  Maybe you rubbed your eyes as your heart began to race.  Maybe you got down on your knees and looked to the heavens, arms...

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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 fight for your best interests day in and day out. Our approach results in shared success.

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