The P&A Blog

My ‘SART’ goal

My ‘SART’ goal

Last October, I had lunch with a friend.  During our conversation, he asked me a question and I should have known the answer, but didn’t.  I confessed to him that the answer lived in my phone.  Then it hit me: I think my smartphone is making me dumber!* When I was a...

A good chance they will be around for a while

A good chance they will be around for a while

I can remember sitting next to a college friend of mine in a golf cart circa 2011 when we had a question on a golf ruling. Without hesitation, he pulled out his iPhone to look up the answer--which he found, of course, in a matter of seconds. At that time, even four...

Loss trading

Loss trading

In a recent devotional I read, the writer started with “Life is a series of battles and blessings, battles and blessings, battles and blessings, battles and blessings, battles and blessings…”.  He extended this out for a few more written lines, and the point he made...

Points and percentages

Points and percentages

December was a wild ride for the stock market.  CNBC, the financial infotainment network, was in heaven.  So many BREAKING NEWS opportunities!  Of the 21 trading days in December, the Dow Jones Industrial Average gained or lost more than 250 points on 12 of these...

How we invest our own money

How we invest our own money

When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers.  Beyond some of the obvious questions (How are you compensated? What services do you provide? Do you work with people like me?),...

Do you believe what we believe?

Do you believe what we believe?

Over the years, we have found that working with people whose beliefs 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 –...

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...

Leveraging technology to increase transparency & trust

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...

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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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