by Diane Klein | May 10, 2021 | Medicare Minute, P&A Articles
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...
by Hannah Lockard | Apr 29, 2021 | P&A Articles
I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to...
by Elizabeth Sydzyik | Apr 27, 2021 | P&A Articles
Have you ever wondered, “How can I deposit this check into my brokerage account as soon as possible?” Charles Schwab has an answer: Schwab Mobile Deposit. No more driving, mailing, or wondering if the check has arrived yet! If you use mobile banking with your current...
by Jon Sevenker | Apr 22, 2021 | P&A Articles
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell insurance. We know what we do best—investment management and financial planning–and we focus our efforts here. Additionally,...
by Jim Pittenger | Apr 20, 2021 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include the markets during the pandemic in 2020, a brief look into our portfolio management software, and reading materials on the topic of...
by Jon Sevenker | Apr 13, 2021 | P&A Articles
Over the last year, the federal government has thrown trillions of dollars into the economy because of the pandemic. And during this time, Americans have squirreled away $1.6 trillion in savings. As the economy ramps up, there’s a real concern of this surge of...
