Insights.

Plain-language articles from our advisors on the questions clients actually ask: retirement, taxes, giving, markets, and the decisions in between.

Written in-house, never any jargon or too much hype.

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Market Commentary
July 2025 Market Recap
Dan Frost
Tax planning
Tax Highlights of the “One Big Beautiful Bill Act”
Dan Frost
Client Services & Operations
Watch out for these online & phone scams
Amber Sundberg
Quarterly Letters
2025 – 2nd Quarter Letter – P&A turns 30
Jon Sevenker
Medicare
Ship Medicare Minute – Medicare and Employer Coverage
Diane Klein
Financial Planning
A Widow’s Financial Journey: Changing Places
Audrey Mines
Market Commentary
May 2025 Market Recap
Dan Frost
Market Commentary
April 2025 Market Recap
Dan Frost
Financial Planning
A Widow’s Financial Journey: Developing a Financial Plan & Tackling Taxes
Audrey Mines
Quarterly Letters
2025 – 1st Quarter Letter – Corrections & Philosophy
Jon Sevenker
Just for Fun
P&A Spotlight: Julie Sellers
Jon Sevenker
Market Commentary
February 2025 Market Recap
Dan Frost
Medicare
Nebraska SHIP – Understanding Spam Text Messages
Diane Klein
Market Commentary
January 2025 Market Recap
Dan Frost
Financial Planning
A Widow’s Financial Journey: In Transition
Audrey Mines
Medicare
Ship Medicare Minute – January 2025
Diane Klein
Market Commentary
December 2024 Market Recap
Dan Frost
Quarterly Letters
2024 – 4th Quarter Letter – Animal spirits, leverage, & expectations
Jon Sevenker
Client Services & Operations
Tailored Solutions for Business Owner Success
Jon Sevenker
Just for Fun
The Pets of P&A – Roxi
Trey Pittenger
Market Commentary
November 2024 Market Recap
Dan Frost
Market Commentary
October 2024 Market Recap
Dan Frost
Tax planning
Why tax planning matters
Audrey Mines
Client Services & Operations
P&A Behind the Scenes – Fixed Income Trading
Blake Anderson
Just for Fun
The Pets of P&A – Domino
Kristin Kliewer
Tax planning
The brilliance of bunching
Trey Pittenger
Cybersecurity
October is Cybersecurity Awareness Month
Diane Klein

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