The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include defining time and patience in...
READ MOREQuarterly Account Reviews
by pittand | May 27, 2021 | Client Services & Operations, P&A Articles
Welcome back to another blog post in the series “Behind the Scenes at P&A”! If you missed last month’s installment, you can read it here....
READ MORE10 frequently asked questions by prospective clients
by Jon Sevenker | May 18, 2021 | Investment Management, P&A Articles
Are you in the market for professional financial guidance? Knowing which questions to ask a potential advisor is a great start. Since June...
READ MOREHow to protect retirement savings
by Jim Pittenger | Feb 10, 2021 | P&A Articles, Retirement
In late 1994, the tools became available to create a firm like Pittenger & Anderson. The internet was coming of age, fees were dropping,...
READ MOREThe fee-only & fiduciary difference
by Jon Sevenker | Nov 20, 2018 | P&A Articles
Financial advisors largely fall into one of two categories: those who sell products and those who do not. In industry parlance, advisors who...
READ MORE