The P&A Blog

How We Pick Stocks

How We Pick Stocks

I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to...

Insurance & Annuity Reviews

Insurance & Annuity Reviews

At P&A, we like to stay in our own lane.  You won’t find us preparing taxes or doing estate planning.  We don’t offer loans or sell insurance.  We know what we do best—investment management and financial planning--and we focus our efforts here.  Additionally, we...

Inflation vs. The Fed

Inflation vs. The Fed

Over the last year, the federal government has thrown trillions of dollars into the economy because of the pandemic.  And during this time, Americans have squirreled away $1.6 trillion in savings.  As the economy ramps up, there's a real concern of this surge of money...

SHIP Medicare Minute – May 2021

SHIP Medicare Minute – April 2021

Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find...

P&A is hiring (again)!

P&A is hiring (again)!

P&A is looking to add our next great team member!  For our next hire, we are looking for someone who is research-oriented and loves learning about and digging into companies and new investment ideas.  As with all our P&A staff, we are looking for someone who...

Victories & Challenges: A Year in Review

Victories & Challenges: A Year in Review

One whole year, and what a year it has been! This week marks the anniversary of our work-from-home staff rotations in response to the novel coronavirus COVID-19 pandemic. Shortly after making this transition, we started publishing “COVID-19-free” blog posts in which...

SHIP Medicare Minute – May 2021

SHIP Medicare Minute – March 2021

Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find...

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...

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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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