by Elizabeth Sydzyik | Feb 23, 2021 | P&A Articles, Retirement
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...
by Jim Pittenger | Feb 10, 2021 | P&A Articles
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...
by Trey Pittenger | Feb 2, 2021 | P&A Articles
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...
by Jon Sevenker | Jan 28, 2021 | P&A Articles
Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many of these arrive in your mailbox monthly, they multiply quickly. Have you ever wondered if you need to keep these, and if so,...
by John Dannenbring | Jan 25, 2021 | Financial Planning, P&A Articles
Money is the leading cause of stress in America, the leading cause of divorce in America, and doesn’t rank in the top five factors that lead to happiness. Yet we all need it to live to one extent or another. While money is a part of each of our life equations, it’s...
by Jim Pittenger | Jan 20, 2021 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include the evolution of technology, what might influence our resistance or receptiveness to change, and an array of predictions, markets-related and otherwise,...
