May 2015 - Sensenig Capital Advisors

Investment Consulting

May 20, 2015

Tax Wise Investing – Part 2

Tax-efficient investing can add considerable power to your net wealth – the kind you and your family get to keep after taxes and expenses have taken their toll. But making…

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Advanced Planning

May 19, 2015

Family Wealth Planning Conversations

We consider many of the folks we work with to be “family stewards”. Meaning they primarily seek to use their wealth to care for themselves and their family. Therefore, considering…

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Investment Consulting

May 19, 2015

Tax Wise Investing – Part 1

There are a number of personal habits you can embrace that make for tax-efficient investing. Ask your advisor how they manage this aspect of your investment assets.

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Sensenig Capital News

May 11, 2015

Are Goals Really Necessary?

I suppose one such moral to this story would be to do all you can in working toward some good and worthwhile life goal. Do so with humility and with…

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Investment Consulting

May 8, 2015

The Seven Roles of a Financial Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional…

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