The P&A Blog
November Market Recap
Two major economic releases in the past month highlight the balancing act confronting the markets as we move into the final weeks of 2022. The latest report on consumer prices showed that inflation eased again in the month of October. According to the Labor...
40 ways to be thankful this holiday season
Start and end each day with writing down two things you are grateful for. Send a postcard to someone you love. Leave a message on your spouse or kids’ mirror. Bring someone breakfast in bed. Plan a fun date night. Leave a generous tip. Compliment others in person....
4-Point Pitch
Pitch is an Upper Midwestern card game and a favorite at Pittenger & Anderson. There are several forms…4-Point, 5-Point, 7-Point, 10-Point, etc. Those who play the game know 4-Point as the most challenging format. The game described here is “4-Point, hold low,...
The RMD clock is ticking
Attention shoppers…there’s only 44 days left until Christmas. Yikes! This means we are nearing year-end and our to-do lists are growing by the minute. At P&A, we want to help you check off one of those to-do items for you! If you are the owner of a traditional...
October Market Recap
The Dow Jones Industrial Average rallied by over 14% in the month of October. It was the best month for the index since January of 1976 and the fourth best monthly return for the Dow going back to the mid-1960s. We’ve referred to the chart before, but the last month...
Why keep working after retirement?
Have you ever pondered this question? The word “retirement” is associated with the idea of NOT working any longer, yet many question if they should or can afford not to. Thanks to my recent membership with AARP, this article outlines some general ideas on why to...
October is Cybersecurity Awareness Month
At Pittenger & Anderson, cybersecurity is of upmost importance. In honor of Cybersecurity Awareness Month, we’d like to highlight our previous blogs and best practice guides. Tips for preventing fraud How to Respond to a Data Breach How Schwab protects your...
2022 – 3rd Quarter Letter – Catharsis
The latest P&A quarterly letter to clients is available in PDF form. You can download it here.
Dan Frost named new principal at Pittenger & Anderson
On October 1, 2022, Pittenger & Anderson named Dan Frost as a new principal of the firm. Dan holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP) professional with over 23 years of investment management and financial...
September Market Recap
The Bumpy Road Back to "Normal" September lived up to its reputation as the worst month of the year. While several of us in the office who celebrate birthdays this time of year remain partial, it is an inescapable fact that September holds the distinction of...
P&A makes CNBC FA 100 list fourth year in a row
On October 4th, for the fourth year in a row, Pittenger & Anderson was named to the CNBC FA 100 list of top financial advisory firms in the U.S for the last 12 months. At #13 for 2022, we managed to move up 40 spots from last year’s rankings. As per the CNBC...
IRA monies – Pay the tax now or later?
Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA conversion might be in your best interest. And we’ll discuss how future tax rates factor into this decision. First, the five...
4% for a 9-month US Treasury?
The Federal Reserve is fighting inflation, and they’re raising interest rates to do so. There are pros and cons to higher rates, as you can imagine. But we’re going to focus on one pro today…you can earn interest on your cash again. Savings accounts and money...
Medicare Open Enrollment is starting soon!
If you’re of Medicare age and have Part D coverage, you’re likely receiving a plethora of information in the mail about open enrollment. This is the time of year, October 15th - December 7th, when you want to compare your current plan to the new offerings available...
Fraud watch! HANG UP!
Phone scams are always a threat, especially to people who are 55+ years of age. We’ve written about cybersecurity on this blog before and we’ll continue to pass along articles of interest and timely information. Here is one from the June 2022 AARP Bulletin. Actual...
August Market Recap
The August employment report continued to point towards a robust environment for jobs, but with some evidence of softness beginning to appear. The unemployment rate ticked up by 0.2% to 3.7% in August, which is still near the lowest we’ve seen in the past 50 years....
“I’ll take 2022 investment questions for $1,000, Alex!”
On June 16th, 2022, the S&P 500 was -24% from its previous high which occurred only seven months prior. Most of the downside pain was fueled by uncertainty around rising inflation, the Ukraine war and the resulting rise of interest rates and recession fears. ...
Ship Medicare Minute – August 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 August's edition of the Nebraska SHIP...
