The P&A Blog
Using your IRA for charitable donations
If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½--or soon will be, you’ll want to know about Qualified Charitable Distributions (QCDs). We cover five important questions here: What is a QCD? A Qualified Charitable Distribution allows...
When to expect your Schwab 1099 tax form
Now that 2022 is in the books, the focus turns to gathering the information needed to file your income taxes. You might be wondering when you can expect to receive your Form 1099 from Charles Schwab. Here are several resources to help you keep track of your 1099...
2022 – 4th Quarter Letter – How Pitch Trumps Google
The latest P&A quarterly letter to clients is available in PDF form. You can download it here.
December Market Recap
Stocks finished 2022 much like they began the year. The S&P 500 fell 5.76% for the month of December to cap off a tumultuous year as the mythical Santa Clause rally failed to materialize. For the entire 4th quarter of 2022, the market did manage to rise with the...
Book Review: “Richer, Wiser, Happier” by William Green
The author interviews some of the world’s best investors, many of whom you’ve heard of, but some you haven’t. The wit and wisdom of Buffett and Munger. The insights of Howard Marks. The simplicity of Joel Greenblatt. The energy of Sir John Templeton. I found...
Ship Medicare Minute – January 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 Minute’. Click here for the January edition of the Nebraska SHIP...
7 implications of Secure Act 2.0 passing
After much political wrangling, the long-awaited Secure Act 2.0 passed Congress and was signed by President Biden on December 23rd. The Act includes many meaningful improvements and changes for retirement savers and employer-sponsored retirement plans. We’ll...
These are a few of our favorite things…
Favorite Christmas Memory or Tradition Pitt: Singing Christmas carols Dan: Putting together a spaceship my wife got for the kids at 2am on Christmas morning without instructions. She told me the entire time there were no instructions. My wife found the instructions as...
Cash needs
Holiday season is in full swing, and Christmas is just around the corner! Are you planning to make monetary gifts to kids or grandkids this year? Do you need to make a deposit on the tropical vacation you have planned with the family over the holiday? What about a...
November Market Recap
Two major economic releases in the past month highlight the balancing act confronting the markets as we move into the final weeks of 2022. The latest report on consumer prices showed that inflation eased again in the month of October. According to the Labor...
40 ways to be thankful this holiday season
Start and end each day with writing down two things you are grateful for. Send a postcard to someone you love. Leave a message on your spouse or kids’ mirror. Bring someone breakfast in bed. Plan a fun date night. Leave a generous tip. Compliment others in person....
4-Point Pitch
Pitch is an upper Midwestern card game and a favorite at Pittenger & Anderson. There are several forms: 4-point, 5-point, 7-point, 10-point, etc. The game described here is 4-point, hold low, Hollywood scoring. Most who play the game know 4-point as the most...
The RMD clock is ticking
Attention shoppers…there’s only 44 days left until Christmas. Yikes! This means we are nearing year-end and our to-do lists are growing by the minute. At P&A, we want to help you check off one of those to-do items for you! If you are the owner of a traditional...
October Market Recap
The Dow Jones Industrial Average rallied by over 14% in the month of October. It was the best month for the index since January of 1976 and the fourth best monthly return for the Dow going back to the mid-1960s. We’ve referred to the chart before, but the last month...
Why keep working after retirement?
Have you ever pondered this question? The word “retirement” is associated with the idea of NOT working any longer, yet many question if they should or can afford not to. Thanks to my recent membership with AARP, this article outlines some general ideas on why to...
October is Cybersecurity Awareness Month
At Pittenger & Anderson, cybersecurity is of upmost importance. In honor of Cybersecurity Awareness Month, we’d like to highlight our previous blogs and best practice guides. Tips for preventing fraud How to Respond to a Data Breach How Schwab protects your...
2022 – 3rd Quarter Letter – Catharsis
The latest P&A quarterly letter to clients is available in PDF form. You can download it here.
Dan Frost named new principal at Pittenger & Anderson
On October 1, 2022, Pittenger & Anderson named Dan Frost as a new principal of the firm. Dan holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP) professional with over 23 years of investment management and financial...
