by Trey Pittenger | Nov 15, 2018 | P&A Articles
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 –...
by Jon Sevenker | Nov 14, 2018 | P&A Articles
As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines. However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...
by Jon Sevenker | Nov 8, 2018 | P&A Articles
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...
by Jon Sevenker | Oct 29, 2018 | P&A Articles
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...
by Diane Klein | Oct 22, 2018 | P&A Articles
Cybersecurity is 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 preventing fraud How to...
by Jon Sevenker | Oct 16, 2018 | 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 historical stock market investment returns, bull and bear markets, corrections, portfolio management, reversion to the mean, and the meaning of...
