The P&A Blog

What is a benchmark?

What is a benchmark?

A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition; however, when we sit back and think about it, there are a variety of benchmarks we encounter in our every-day lives. Whether it’s...

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...

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...

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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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