The P&A Blog

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...

In addition to dealing with the emotional aspects of losing a loved one, there are financial elements to consider as well. Inheriting an IRA can be a relatively straightforward process or it can become more complicated. If you are the beneficiary of an IRA of someone...

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...

We live in a world of acronyms.  TBA, IDK, BTW and my personal favorite ROTFL.  You might have to Google that one.  In the world of investing, there is an acronym that you should become very familiar with, SIPC.  Help me become familiar, you ask?  Well OK, here goes…...

A few months ago, we notified our clients that we were in the process of releasing our very own mobile app.  Well rejoice because it is finally available!  The app will only be accessible to current clients with an active P&A client portal.  If you haven’t activated...

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....

“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...

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...

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...

We live in a mobile world and people want access to information via their smartphone.  So we’re excited to announce that our clients will have access to their account information via the Pittenger & Anderson app very soon!  The final changes are being made as we...

Besides managing investments, we help our clients plan for and go through financial transitions.  There are pain points associated with these financial decisions, so we want to be there when our clients need help.  Here are five ways we added value to a client’s...

Years ago, I had a window seat on a flight to Boston.  Shortly before takeoff, the lady next to me leaned over and said: “I’m a nervous flyer. So if we hit turbulence, you’ll need to talk to me until it’s over, or I’ll have a panic attack.”  I’ll take “Worst Pickup...

Two months ago, we wrote about the fears of higher inflation and increased volatility (think wide price swings) that were plaguing the stock market.  Over the last two weeks, volatility has staged a comeback and is attracting more attention.  This time, the narrative...

What is your favorite episode of Doc McStuffins?  Tough to narrow it down, I know.  Likely, it is either when Lenny the Fire Engine learns about proper hydration, or when Stuffy the Dragon is carted to the hospital in an ambulance.  Perhaps it’s when the crew learns...

This month’s "Just for Fun" article highlights an amusing finding made by our very own Zach Flodman.  We tasked him with seeing which pages on our website garnered the most traffic over the last year.  When Zach delivered the Google Analytics report, we did a...

Do you ever worry that your children or grandchildren will blow their inheritance you’ve worked decades to build up?  Are you a recent college grad looking for advice on building a solid financial foundation?  Or are you mid-career and recognizing the need to step up...

On February 2nd, Punxsutawney Phil saw his shadow, meaning we get to enjoy six more weeks of winter.  So about the time you read this, winter will be coming to a merciful end, according to Phil.  (We won’t bring up his somewhat spotty track record!)  A less folkloric...

Life is full of decisions, many of which involve money. At P&A, we help our clients research, analyze, and think through a vast number of financial decisions. In the last two months, we have collaborated with our clients on the following: Year-end tax planning...