We recently wrote an article in our company newsletter about the benefits of teaching children wise money management skills. Since that time, Ryan, Jeremy’s oldest son, had asked if he could open a bank account in order to save his money but also earn interest. As Jeremy had mentioned, “I guess Ryan overheard my wife and I talking about how you can earn money in a bank or investment account because he asked to open an account purely on his own, without any coaxing on our part.”
As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to find strategies that promise to avoid the pain of an extended downturn while preserving the opportunity to profit in up markets.
Sensenig Capital was recently featured in an article published on the website www.onwallstreet.com written by Bruce W. Fraser. The article asks the question of whether liability driven investing, which is traditionally used in pension plan management, can work for individual clients.