The P&A Blog

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....

An invitation to the Bunch Club

An invitation to the Bunch Club

“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction.  Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam.  Find out if...

What you need to know about annuities

What you need to know about annuities

Going back to last summer, we’ve had a noticeable uptick in questions about annuities.  Most are coming from prospective or new clients who were sold an annuity by their current or previous advisor.  They want to know if they should keep it or get out.  If you find...

Catching words of wisdom

Catching words of wisdom

Even though I’ve seen the movie “A River Runs Through It” a handful of times, I’d never read the book.  Then Stephen King recommended it to me.*  I figured Stephen King would know good writing, so I checked out the Kindle version from the library. The nice thing about...

The P&A app is almost here!

The P&A app is almost here!

We live in a mobile world and people want access to information via their smartphone.  So we’re excited to announce that our clients will have access to their account information via the Pittenger & Anderson app very soon!  The final changes are being made as we...

Five ways we helped clients in April

Five ways we helped clients in April

Besides managing investments, we help our clients plan for and go through financial transitions.  There are pain points associated with these financial decisions, so we want to be there when our clients need help.  Here are five ways we added value to a client’s...

A verbal crop-dusting

A verbal crop-dusting

Years ago, I had a window seat on a flight to Boston.  Shortly before takeoff, the lady next to me leaned over and said: “I’m a nervous flyer. So if we hit turbulence, you’ll need to talk to me until it’s over, or I’ll have a panic attack.”  I’ll take “Worst Pickup...

Tune out the noise

Tune out the noise

Two months ago, we wrote about the fears of higher inflation and increased volatility (think wide price swings) that were plaguing the stock market.  Over the last two weeks, volatility has staged a comeback and is attracting more attention.  This time, the narrative...

What we can learn from Doc McStuffins

What we can learn from Doc McStuffins

What is your favorite episode of Doc McStuffins?  Tough to narrow it down, I know.  Likely, it is either when Lenny the Fire Engine learns about proper hydration, or when Stuffy the Dragon is carted to the hospital in an ambulance.  Perhaps it’s when the crew learns...

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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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