The P&A Blog
P&A shredding event
Do you have financial statements and other sensitive documents piling up? Do you keep planning to get around to it but feel overwhelmed doing it yourself? Does the shredding event at your bank sound too busy? We have a solution! At P&A, protecting your...
P&A makes CNBC FA 100 list fifth year in a row
On September 12th, for the fifth year in a row, Pittenger & Anderson was named to the CNBC FA 100 list of top financial advisory firms in the U.S for the last 12 months. At #11 for 2023, we managed to move up two spots from last year’s ranking. As per the CNBC...
August 2023 Market Recap
Highlights Unemployment and inflation both ticked up slightly. Stocks took a breather in August. Longer term interest rates have begun to creep upward once again. Stocks appear to be following a typical late-summer/early-fall pattern. Economic Update Employment...
Ship Medicare Minute – September 2023
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare’. Click here for the September edition of the Nebraska SHIP Medicare...
Financial guidance for college students from a new empty nester
A recent article in the Wall Street Journal shed light on financial advice for college students. As a newly designated empty nester who just sent my last child off to college this fall, this article caught my eye. I’d like to share my own personal experiences with...
What you need to know if you inherited an IRA
Since the passing of the SECURE Act in December 2019, there has been plenty of confusion on the rules for Inherited IRAs, and rightly so. Without getting too into the weeds, we’ll attempt to un-muddy the waters a bit. Prior to the SECURE Act, if you inherited...
July 2023 Market Recap
Highlights Headline inflation continues to trend downward. The S&P 500 rose for a 5th consecutive month and the Dow had a historic run during July. Returns have broadened out as compared to earlier in the year. Signs point to the possibility that the Fed may be...
Is your account up to date?
Moving from one home to the next can be an exciting time in one’s life. Even so, moving involves daunting tasks like packing, un-packing, transferring utilities, and worst of all... updating your address. With all the places our address needs updating (i.e., post...
Navigating Loss
An area often overlooked is the intermix of grief and money. Coping with a loss can present challenges when managing money and making important financial decisions. This isn’t a topic most of us like to think about, or even talk about. Grief could be encountered...
The Panama Canal
To see and travel through the Panama Canal has been on my bucket list for some time, and I was finally able to make it. It did not disappoint! Panama City is a huge metropolitan area, with tall buildings, restaurants, shops, and boulevards. The country has much to...
June 2023 Market Recap
Highlights Despite widespread expectations for a slowdown, the economy has continued to expand during the first half of the year The Fed took a breather in June, but rate hikes are likely to resume Stocks had another good month, and YTD markets are up across the board...
Ship Medicare Minute – July 2023
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare’. Click here for the July edition of the Nebraska SHIP Medicare Minute....
2023 – 2nd Quarter Letter – Debt limit, Inflation Fight, Bank Crisis
The latest P&A quarterly letter to clients is available in PDF form. You can download it here.
What’s your money story?
Money is an ever-present aspect of our past, present, and future lives. The relationship developed with money comes from our unique experiences, understanding, and the journey we call life. These unique stories form our individualized “money story,” which shapes our...
Quick lube financial advice
It’s been well over a decade since I took my vehicle to a national quick lube franchise for an oil change, but here’s how I remember my last experience. I arrived a minute before they opened. Through the garage doors, I could see several guys talking and laughing....
P&A Spotlight: Logan Hernandez
Introducing P&A's new Client Service & Operations Associate, Logan Hernandez. Where are you originally from? I am from Scottsbluff, NE, a smaller town on the western side of the state. I moved to Lincoln in 2020 to attend the University of Nebraska-Lincoln...
Ship Medicare Minute – June 2023
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare’. Click here for the June edition of the Nebraska SHIP Medicare Minute....
Next gen money tips
Earlier this year, we facilitated a client survey with a subset of our client base. One of the resounding desires for many was insights or tips for how to pass along financial knowledge to their children. So, over the coming months we plan to write a series of blog...
