The P&A Blog

Welcome Soren to the P&A Team

Welcome Soren to the P&A Team

Questions and Answers with Soren Schwan Where are you originally from? I was born and raised in Lincoln. I attended Lincoln Southwest (I was a freshman the year it opened!) and Nebraska Wesleyan. I now live in Bennet. Tell us about your family: I have been married to...

December Market Recap

December Market Recap

A review of the headlines from the past year could easily lead one to conclude that the markets were likely to have struggled.  Beginning with a Presidential transition that was anything but conventional, a summertime surge in Covid driven by the Delta variant and a...

Ship Medicare Minute- January 2022

Ship Medicare Minute- January 2022

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...

P&A is Hiring

P&A is Hiring

P&A continues to be on the search for our next great employees! Our firm growth has created the need for two additional positions at P&A.  We are seeking to hire another great Service Advisor and an Investment Analyst/Trader. As with all our P&A employees,...

Holiday Scams…’Tis the season!

Holiday Scams…’Tis the season!

This time of year, scams seem to come out in the masses, trying to entice you to give up personal information whether by phone or email.  In today’s day and age, your smartphone is no different than your desktop or laptop computer.  So much can be done with the touch...

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 and more efficient way to get to our summer cabin in Northern Minnesota. His first plane was a Turbo Saratoga, which was a single-engine,...

November market recap

November market recap

Inflation remains front and center in the minds of market participants and consumers.  Fed by supply shortages, labor costs, worker shortages, and strong demand for goods and services, the October CPI (Consumer Price Index - the most widely used proxy for overall...

New erasers wipe clean

New erasers wipe clean

About a month ago I was lectured by some pitch playing buddies in the 19th hole at the country club.  They must have been waiting for me because I walked over to their table and without uttering a sound the abuse kicked in.  Friend #1 asked me what the market was...

December Market Recap

October market recap

The expansion of the U.S. economy hit its slowest pace since the recovery began, with Real GDP for the third quarter coming in at 2.0%.  In last month’s recap we mentioned the steady decline in expectations for economic growth between the end of July and the end of...

Annuities Schmuities

Annuities Schmuities

The title of this post is a phrase I’d like add to the urban dictionary.  The definition would be similar to “buyer beware” or “proceed with caution.” As a licensed Insurance Consultant, I often review a client’s or prospective client’s annuities and insurance...

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...

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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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