by Jon Sevenker | Aug 16, 2019 | P&A Articles
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...
by Jon Sevenker | Aug 14, 2019 | Charitable Giving, P&A Articles
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...
by Jon Sevenker | Aug 9, 2019 | P&A Articles
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...
by Jim Pittenger | Jul 26, 2019 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. This letter covers the evolving set of standards that brokers and financial advisors have been held to over the years. In the last several years, there has been a...
by Jon Sevenker | Jul 16, 2019 | Investing, P&A Articles
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...
by Jon Sevenker | Jul 13, 2019 | Investing, P&A Articles
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...
