The P&A Blog

P&A is hiring again!

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

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

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...

Mass-produced financial advice

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

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

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...

Facing large RMDs from your IRA?

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,...

What makes a great P&A employee

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...

The timing of Social Security

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...

Complimentary Services

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...

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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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