Concert Review: Jimmy Buffett by: Elizabeth S. & Jon S. Jimmy Buffett brought his Coral Reefer Band back to Omaha and I donned my...
READ MORERiding out declines
by Jon Sevenker | Aug 17, 2016 | P&A Articles
A big part of our job as a financial advocate for our clients is keeping them focused on the forest, rather than the trees. Last month, we...
READ MOREPOAs & MoneyLinks
by Jim Pittenger | Aug 1, 2016 | Client Services & Operations, P&A Articles
During our new client onboarding process, we stress the client’s need for liquidity access. This can be satisfied with the Schwab checkbook,...
READ MOREThe costs of waiting to invest
by Elizabeth Sydzyik | Jul 19, 2016 | P&A Articles
Gloom and doom sells; it’s everywhere. Someone is always predicting a market crash, and it’s often the same people who’ve been predicting...
READ MOREP&A Spotlight: Audrey Mines
by Elizabeth Sydzyik | Jun 9, 2016 | Just for Fun, P&A Articles
Audrey joined P&A as an Investment Officer in May 2016. She works on a variety of task in the office including research & analysis,...
READ MOREThe cost of conflicted advice
by Jon Sevenker | May 27, 2016 | P&A Articles
The Department of Labor released their long-awaited fiduciary rule in April. This requires financial advisers to act in the best interests of...
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