The P&A Blog
2020 – 4th Quarter Letter – The Permanence of Change
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include the evolution of technology, what might influence our resistance or receptiveness to change, and an array of predictions, markets-related and otherwise,...
Book Review: Erik Larson’s latest and “Red Notice” by Bill Browder
A 2-for-1 book review! The first book up is the latest from Erik Larson – one of my favorite authors (a favorite of Jon’s as well). Erik writes historical non-fiction, with a bit of fictional embellishment along the way. His books are entertaining, educational and...
P&A Spotlight: Brea Stithem
P&A continues to grow, and with that growth comes our latest employee addition! We are excited to have Brea Stithem on the team as our Director of First Impressions! Brea will most likely be the first face you seen walking into our office or voice on the phone...
The 15 best books I read in 2020
With a limited menu of activities for much of the year, I found myself with more time to read. Here are the Top 15 books I read in 2020 categorized by topic. Leadership: The Ride of a Lifetime - Written by Bob Iger, former CEO of the Walt Disney Companies, this book...
Don’t break the chain
The calendar will turn over in less than two weeks, and with it a new year, a new beginning. For many, this is a time of resolutions. Five of the most common are to eat better, work out more, lose weight, make smarter financial decisions, and spend more time with...
Five ways we’ve recently helped our clients
In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial decisions. Qualified Charitable Distribution from an IRA – A QCD allows someone over the age of 70.5 to gift money out of their IRA...
What is a benchmark?
A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition; however, when we sit back and think about it, there are a variety of benchmarks we encounter in our every-day lives. Whether it’s...
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...
