The P&A Blog

Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...

Charitable contributions deadline looms

Charitable contributions deadline looms

As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines.  However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...

Identity theft protection

Identity theft protection

Email accounts get hacked every day because of weak passwords.  Phishing campaigns succeed when the receiver unknowingly clicks on a corrupted file or link.  Phone scams continue to prey on the elderly.  Identity theft protection and cybersecurity are top-of-mind at...

Why investment fees matter

Why investment fees matter

Do you know the amount of your monthly cable bill?  How about the price of your cell phone plan?  Now, the million-dollar question: how much are your investments costing you?  Chances are, you can ballpark the first two, but the third is a mystery.  There’s a reason...

Cybersecurity & identity theft

Cybersecurity & identity theft

Cybersecurity is top-of-mind at Pittenger & Anderson.  Read through the following PDF's to learn some tips for preventing fraud, how to respond to a data breach, and the steps Charles Schwab takes to protect your information. Tips for preventing fraud How to...

Does your money have confidence?

Does your money have confidence?

Beryl Markham was a pilot, racehorse trainer, author, and adventurer.  She was the first female to fly solo and non-stop across the Atlantic from east to west.  While not as famous as Amelia Earhart, Markham’s life was just as interesting.  She also authored a great...

Cash is King?

Cash is King?

Since June 2011, when I started working at P&A, U.S. stocks have powered an average annual return of 14.5%.  In dollar terms, that would’ve turned $100 into $267, or more than 2.5x your original investment!  This is the point where I’m obligated to tell you past...

P&A has a new website!

P&A has a new website!

We live in a digital world that bombards us with notifications, breaking news, and casino-like noise. Because we are constantly filtering through so much information, our attention spans have become much shorter. With this in mind, we have redesigned our website to...

A tax-advantaged NUA-nce

A tax-advantaged NUA-nce

You are probably well aware there are many acronyms in the financial industry and the world as a whole.  While most of these aren’t worth remembering, after reading Trey’s article “SIPC or ROTFL, which is your favorite acronym?” you’ll know about SIPC.   In this...

On bears and corrections

On bears and corrections

Many investors live in fear of corrections and bear markets, even though they happen fairly regularly.  This article is not a bear market call---we still like stocks--but if you’re interested in our proactive approach to helping you through the next one, keep reading....

An invitation to the Bunch Club

An invitation to the Bunch Club

“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction.  Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam.  Find out if...

What you need to know about annuities

What you need to know about annuities

Going back to last summer, 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...

Catching words of wisdom

Catching words of wisdom

Even though I’ve seen the movie “A River Runs Through It” a handful of times, I’d never read the book.  Then Stephen King recommended it to me.*  I figured Stephen King would know good writing, so I checked out the Kindle version from the library. The nice thing about...

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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