The P&A Blog

Do you believe what we believe?

Do you believe what we believe?

Over the years, we have found that working with people whose ideals match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....

The fee-only & fiduciary difference

The fee-only & fiduciary difference

Financial advisors largely fall into one of two categories: those who sell products and those who do not.  In industry parlance, advisors who do not sell products are fee-only and those who do sell products are fee-based.  While their names are similar, their business...

Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...

Charitable contributions deadline looms

Charitable contributions deadline looms

As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines.  However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...

Identity theft protection

Identity theft protection

Email accounts get hacked every day because of weak passwords.  Phishing campaigns succeed when the receiver unknowingly clicks on a corrupted file or link.  Phone scams continue to prey on the elderly.  Identity theft protection and cybersecurity are top-of-mind at...

Why investment fees matter

Why investment fees matter

Do you know the amount of your monthly cable bill?  How about the price of your cell phone plan?  Now, the million-dollar question: how much are your investments costing you?  Chances are, you can ballpark the first two, but the third is a mystery.  There’s a reason...

Cybersecurity & identity theft

Cybersecurity & identity theft

Cybersecurity and identity theft are top-of-mind at Pittenger & Anderson.  Read through the following PDF's to learn some tips for preventing fraud, how to respond to a data breach, and the steps Charles Schwab takes to protect your information. Tips for...

Does your money have confidence?

Does your money have confidence?

Beryl Markham was a pilot, racehorse trainer, author, and adventurer.  She was the first female to fly solo and non-stop across the Atlantic from east to west.  While not as famous as Amelia Earhart, Markham’s life was just as interesting.  She also authored a great...

Cash is King?

Cash is King?

Since June 2011, when I started working at P&A, U.S. stocks have powered an average annual return of 14.5%.  In dollar terms, that would’ve turned $100 into $267, or more than 2.5x your original investment!  This is the point where I’m obligated to tell you past...

P&A has a new website!

P&A has a new website!

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...

A tax-advantaged NUA-nce

A tax-advantaged NUA-nce

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...

On bears and corrections

On bears and corrections

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....

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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