The P&A Blog

The GameStonk Saga

The GameStonk Saga

As the token almost Gen Z-er in the office, I’ve become, for better or worse, the office authority on cryptocurrency news and internet lingo.  The recent run-up of GameStop stock, catalyzed from a rag-tag bunch of internet investors, proved to only solidify my place...

RMD confusion?

RMD confusion?

With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information--and some confusion--about Required Minimum Distributions (RMDs).  This post will help clear the air. The age at which individuals must take RMDs has...

How to protect retirement savings

How to protect retirement savings

In late 1994, the tools became available to create a firm like Pittenger & Anderson.  The internet was coming of age, fees were dropping, and Charles Schwab decided to support Registered Investment Advisor firms in order to get the RIA clients’ business.  The...

How we “ask” for referrals

How we “ask” for referrals

Fresh on the heels of graduating from college in 2001, I came to my dad (with a job offer to P&A in mind) and said, “All right Dad, what is next?”  He said, without hesitation, “Go find a job…”  The silence was deafening... The tech bubble had just burst, so jobs...

P&A Spotlight: Brea Stithem

P&A Spotlight: Brea Stithem

P&A continues to grow, and with that growth comes our latest employee addition!  We are excited to have Brea Stithem on the team as our Director of First Impressions!  Brea will most likely be the first face you seen walking into our office or voice on the phone...

The 15 best books I read in 2020

The 15 best books I read in 2020

With a limited menu of activities for much of the year, I found myself with more time to read. Here are the Top 15 books I read in 2020 categorized by topic. Leadership: The Ride of a Lifetime - Written by Bob Iger, former CEO of the Walt Disney Companies, this book...

Don’t break the chain

Don’t break the chain

The calendar will turn over in less than two weeks, and with it a new year, a new beginning.  For many, this is a time of resolutions.  Five of the most common are to eat better, work out more, lose weight, make smarter financial decisions, and spend more time with...

Five ways we’ve recently helped our clients

Five ways we’ve recently helped our clients

In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial decisions. Qualified Charitable Distribution from an IRA – A QCD allows someone over the age of 70.5 to gift money out of their IRA...

What is a benchmark?

What is a benchmark?

A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition; however, when we sit back and think about it, there are a variety of benchmarks we encounter in our every-day lives. Whether it’s...

What Pitt’s been watching

What Pitt’s been watching

These days, we are all getting a good load of the entertainment offered by Netflix, Prime Video, or whatever your favorite streaming service. The “go-to” titles were exhausted in early summer, and most of us are open to suggestions at this point. What follows are...

What’s impacting the markets today?

What’s impacting the markets today?

The equity market is responding to a three-headed monster.  First, you have an uptick/surge in Covid cases around the country and around the world.  Second, you have the potential for a contested presidential election.  And third, there doesn’t seem to be any urgency...

P&A’s office expansion is complete

P&A’s office expansion is complete

If you happened to call in to (or stop by) our office between April and September, there was a good chance you heard construction noise in the background.  Thank you for your patience during this process.  Now that the noise has subsided, and our office expansion is...

Bunching to reduce taxes

Bunching to reduce taxes

“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful.  Find out if you are among the certain taxpayers who stand to gain even greater tax...

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