The P&A Blog
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...
When to expect your Schwab 1099 tax form
Around this time of year, we’ll receive a few calls and emails about when tax forms for investment and retirement accounts will be ready. You need these Forms 1099 in order to file your taxes. Charles Schwab serves as the custodian for almost all our client accounts,...
A repricing of investment assets
The stock market is going through a period of repricing. The following data is through 1/24/22: As you’ve noticed, volatility in the equity markets has been rising recently and we hit a market correction (i.e., down 10% from recent high’s) yesterday. This turmoil...
2021 – 4th Quarter Letter – How money works
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.
Welcome Soren to the P&A Team
Questions and Answers with Soren Schwan Where are you originally from? I was born and raised in Lincoln. I attended Lincoln Southwest (I was a freshman the year it opened!) and Nebraska Wesleyan. I now live in Bennet. Tell us about your family: I have been married to...
December Market Recap
A review of the headlines from the past year could easily lead one to conclude that the markets were likely to have struggled. Beginning with a Presidential transition that was anything but conventional, a summertime surge in Covid driven by the Delta variant and a...
Ship Medicare Minute- January 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 January edition of the Nebraska SHIP...
P&A is Hiring
P&A continues to be on the search for our next great employees! Our firm growth has created the need for two additional positions at P&A. We are seeking to hire another great Service Advisor and an Investment Analyst/Trader. As with all our P&A employees,...
Holiday Scams…’Tis the season!
This time of year, scams seem to come out in the masses, trying to entice you to give up personal information whether by phone or email. In today’s day and age, your smartphone is no different than your desktop or laptop computer. So much can be done with the touch...
Ka-Boom
My Dad is a pilot, and a good one at that. He started the learning process back in the late 80s, motivated to find a quicker and more efficient way to get to our summer cabin in Northern Minnesota. His first plane was a Turbo Saratoga, which was a single-engine,...
November market recap
Inflation remains front and center in the minds of market participants and consumers. Fed by supply shortages, labor costs, worker shortages, and strong demand for goods and services, the October CPI (Consumer Price Index - the most widely used proxy for overall...
New erasers wipe clean
About a month ago I was lectured by some pitch playing buddies in the 19th hole at the country club. They must have been waiting for me because I walked over to their table and without uttering a sound the abuse kicked in. Friend #1 asked me what the market was...
October market recap
The expansion of the U.S. economy hit its slowest pace since the recovery began, with Real GDP for the third quarter coming in at 2.0%. In last month’s recap we mentioned the steady decline in expectations for economic growth between the end of July and the end of...
Annuities Schmuities
The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with caution.” As a licensed Insurance Consultant, I often review a client’s or prospective client’s annuities and insurance...
2021 – 3rd Quarter Letter – Go Big Red
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.
P&A is hiring again!
Yes, P&A is hiring again! As our firm continues to grow, we are looking to hire another great Service Advisor! We are looking for someone who has a passion for helping clients, is savvy with paperwork, and can collaborate with our Lead Advisors to deliver an...
