The P&A Blog

Ship Medicare Minute – May 2023

Ship Medicare Minute – May 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’. Click here for the May edition of the Nebraska SHIP Medicare Minute....

The debt ceiling debate

The debt ceiling debate

In what has become perennial political theater, Congress is now negotiating an increase to the debt ceiling, which is on track to be exceeded as early as June or July.  (Spoiler alert: The U.S. actually hit the debt ceiling in January 2023.  Since then, the Treasury...

April 2023 Market Recap

April 2023 Market Recap

Highlights Mega-cap stocks carried the major benchmarks during the month. Smaller stocks have lagged in recent months. While the Fed was expected to raise rates at their May meeting, longer-term rates continue to portend cuts in the back half of 2023. Company earnings...

Meet ChatGPT

Meet ChatGPT

As technology continues to advance at a rapid pace, artificial intelligence (AI) is becoming increasingly prevalent in our daily lives. One example of this is ChatGPT, an AI language model that has been tried out by over 100 million people.  For those who haven't yet...

March 2023 Market Recap

March 2023 Market Recap

Highlights Markets were on edge during the month of March following high profile bank failures in the United States and Europe. Despite those concerns, the S&P and NASDAQ were both up for the month. Small- and midcap stocks fell. Interest rate volatility was at...

P&A Spotlight: A.J. Natter

P&A Spotlight: A.J. Natter

Questions and Answers with A.J. Natter Where are you originally from? I was born in raised in Milton, Wisconsin (about 30 minutes south of Madison). I attended the University of Nebraska-Lincoln and then worked professionally in Minneapolis for 5 years before recently...

SVB failure

SVB failure

Clients and friends of P&A, In light of events unfolding over the weekend regarding the financial system, we’ve been fielding questions about what happened and what it means for your money under our care.  This letter will focus on the latter, not because we don’t...

March 2023 Market Recap

February 2023 Market Recap

Highlights The S&P 500 gave back some of the gains from January while the NASDAQ and Russell 2000 were flat for the month. Rates ticked back up. The 10-year US Treasury yield rose ~40 basis points. Fixed income performance was flat to down for February. Hotter...

Creating a retirement paycheck

Creating a retirement paycheck

Learning to live without a paycheck is one of the challenges soon-to-be retirees and the newly retired must come to terms with.  But what if I told you we can create a retirement paycheck for you from your investment and retirement accounts?  Would you be interested...

Flipping the switch

Flipping the switch

Last month, we received an email from a client who had just returned to the U.S. after an overseas trip.  She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...

March 2023 Market Recap

January 2023 Market Recap

Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds were also up for the month with the Bloomberg US Aggregate Index rising by 3.08%. Inflation was 6.4% in December, as measured...

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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