A liquidity haiku

A liquidity haiku

This is my first ever haiku (and maybe my last), so bear with me: Cash when you need it.Doesn’t matter, then it does.That’s liquidity. When Berkshire Hathaway reported their earnings earlier this month, the most noteworthy item was their $128 billion cash stockpile. ...
Risk, control & the small business 401k

Risk, control & the small business 401k

My first job out of college in the Internal Audit Department at Sprint didn’t initially seem like the ideal job I’d envisioned.  I’d had dreams of high-finance or Wall Street, but to my pleasant surprise, I quickly realized that I had stumbled into an awesome learning...
P&A makes CNBC Top 100 list

P&A makes CNBC Top 100 list

We’re excited to announce that Pittenger & Anderson was ranked by CNBC as one of the top 100 financial advisory firms in the U.S. as part of their CNBC FA 100. As per the CNBC website: The CNBC FA 100 celebrates the advisory firms that top the list when it comes...
Five key ‘To-Do’s’ before year end

Five key ‘To-Do’s’ before year end

Dear P&A Client, You hired us for a reason, or two…maybe even three.  One should be so that you don’t have to make financial decisions as if you’re stranded alone on a desert island.  We see our job not only to effectively manage your investment portfolio, but...
Schwab eliminates commissions

Schwab eliminates commissions

Good news for P&A clients!  Effective October 7, 2019, Charles Schwab is eliminating trading commissions on U.S.-listed stocks and exchange-traded funds (ETFs) for trades placed online (mobile or web trading). Schwab had been charging $4.95 per trade on U.S....

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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