The P&A Blog
What Pitt’s been watching
These days, we are all getting a good load of the entertainment offered by Netflix, Prime Video, or whatever your favorite streaming service. The “go-to” titles were exhausted in early summer, and most of us are open to suggestions at this point. What follows are...
Lifelong learning opportunities for retirees
For most people, "retirement" is NOT a time of sitting around and doing nothing. (In fact, this sedentary lifestyle can be stressful.) Most people want to remain active, engaged, and purposeful. More than ever, there are abundant resources for those looking for new...
What’s impacting the markets today?
The equity market is responding to a three-headed monster. First, you have an uptick/surge in Covid cases around the country and around the world. Second, you have the potential for a contested presidential election. And third, there doesn’t seem to be any urgency...
P&A’s office expansion is complete
If you happened to call in to (or stop by) our office between April and September, there was a good chance you heard construction noise in the background. Thank you for your patience during this process. Now that the noise has subsided, and our office expansion is...
Bunching to reduce taxes
“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful. Find out if you are among the certain taxpayers who stand to gain even greater tax...
2020 – 3rd Quarter Letter – Zero Interest Rates
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include market perspectives from both an international and domestic standpoint, the role of low interest rates and inflation in relation to the markets, and a...
P&A is hiring!
As our business continues to grow, so too must our company. Now that our recent office remodel is complete, we're looking to hire a new Director of First Impressions. This is the first person you see when you enter our office and likely the first person you talk to...
P&A makes CNBC Top 100 list (again)
For the second year in a row, Pittenger & Anderson is named to the CNBC FA 100 list of top financial advisory firms in the U.S. At #67 for 2020, we even managed to move up four spots from last year’s rankings. As per the CNBC website: The CNBC FA 100...
Book Review: “The Psychology of Money” by Morgan Housel
In my opinion, Morgan Housel is the best behavioral financial writer today. I learn something from every article of his that I read. So when I found out he was releasing a book, I preordered a copy. The Psychology of Money includes some of Housel's existing blog...
SHIP Medicare Minute – September 2020
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
The P&A Portal
One of the standards to which P&A has always held ourselves is delivering a high degree of transparency to you, our client: transparency with fees, with conflicts of interest, and with how we are managing your hard-earned investments dollars. We believe...
5 ways we bring clarity to retirement planning
Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate to reducing taxes. Newly retired clients often want to know how to create a retirement paycheck, maximize their Social...
SHIP Medicare Minute – August 2020
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
Delaying retirement, go south or west, and ‘best interests’?
Here are three articles that caught our eye in the last week. Two retirement-related, and one that’s industry-specific. 21% of Americans now say they'll retire later than planned Charles Schwab is out with a new survey of 401(k) participants. According to the...
12 ways an excellent financial advisor adds value
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your risk profile? While these are essential aspects of the job, they tend to represent your baseline expectations when entering an...
SHIP Medicare Minute – July 2020
Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog. You can find...
Watch out for these 7 investment biases
"Investing is overwhelmingly a game of psychology." – Morgan Housel As humans, we're all guilty of biases. Some affect the way we treat others, our religious or political beliefs, and of course, financial decisions. Here we present seven of the more prominent...
10 money quotes that make you think
There are hundreds of great quotes about money, investing, and personal finance. We've whittled these down and plucked out 10 with a deeper meaning than just dollars and cents. - "Investing should be more like watching paint dry or watching grass grow." PAUL SAMUELSON...
