The P&A Blog
P&A is hiring again!
Yes, P&A is hiring again! As our firm continues to grow, we are looking to hire another great Service Advisor! We are looking for someone who has a passion for helping clients, is savvy with paperwork, and can collaborate with our Lead Advisors to deliver an...
September Market Recap
A confluence of supply chain bottlenecks, fears over the Chinese real estate sector, less accommodative monetary policy, and stickier inflation assumptions are all weighing on growth. As a result, GDP growth expectations have been marked down for the recent quarter. ...
P&A makes CNBC FA 100 list third year in a row
For the third year in a row, Pittenger & Anderson is named to the CNBC FA 100 list of top financial advisory firms in the U.S. At #53 for 2021, we even managed to move up 14 spots from last year’s rankings. As per the CNBC website: The CNBC FA 100 celebrates the...
SHIP Medicare Minute – October 2021
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 October edition of the Nebraska SHIP...
We’re accepting new clients
Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn very often and we’re not great at asking for referrals; we’d rather let our work do the talking for us. But we do want you to...
SHIP Medicare Minute – September 2021
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 September edition of the Nebraska SHIP...
Mass-produced financial advice
Not to be confused with quick lube financial advice, mass produced financial advice is what you find in personal finance magazines and on money websites. While much of this information is educational and informative, these vendors don’t know you or your personal,...
Complimentary Services
It’s time once again to go backstage at P&A! In addition to managing investment accounts and developing financial plans, we also offer an array of complimentary services to our clients. We actually reviewed one of these services in last month’s Behind the Scenes...
P&A Spotlight: Dan Frost
In a blog post earlier this summer, we wrote about some of the qualities that we look for when hiring the next great P&A employee. We are delighted to announce that we found someone who touches on all those qualities – and more! Pittenger & Anderson is...
SHIP Medicare Minute – August 2021
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 August edition of the Nebraska SHIP...
Facing large RMDs from your IRA?
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,...
Required IRA Distributions & How We Help
Welcome to post #4 in my blog post series “Behind the Scenes at P&A”. If you’re new to the series, you can read the previous three installments by clicking on the links below. How we pick stocks The quarterly review process Lead and Service Advisors Last month, I...
2021 – 2nd Quarter Letter – Time is on my side
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include defining time and patience in relation to the stock market, our decision-making "tree" at P&A, and a review of the Pareto Principle.
What makes a great P&A employee
As P&A continues to grow, we have again found ourselves needing to add another great individual to our team. We are fortunate to have an outstanding team at P&A, and we know it is a big task to find another employee up to the P&A standards. Every time...
SHIP Medicare Minute – July 2021
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 timing of Social Security
Social Security benefits are a major retirement income source for many people. So, the timing of when you start receiving Social Security is important. In our experience, clients are worried about three main issues related to when to file: dying too young, waiting...
Lead and Service Advisors
We’re pulling back the curtain yet again with the third installment of my blog post series, “Behind the Scenes at P&A”. Previous installments are linked here and here. Today we’re delving into the enhanced service structure our team has adopted, that of Lead and...
The Social Security “penalty” that isn’t
Are you really penalized for taking Social Security benefits before full retirement age while still working? There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security...
