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Scapital

Misperceptions About Market Corrections: Are You Prepared?

By | Investment Consulting | No Comments

you can prepare for the next down market by having a well-planned portfolio in place today – one you can stick with through thick and thin. Neither too “hot” nor too “cold,” your portfolio should be just right for you. It should reflect your financial goals. It should be structured to capture an appropriate measure of expected returns during good times, and allow you to effectively manage your personal fears throughout.

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Avoiding Financial and Identity Theft Scams

By | Sensenig Capital News | No Comments

Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising new tricks for every fraud we fix. We recommend approaching your personal security the same way you approach investing: Instead of feeling you must immediately chase every defensive action out there, start with a plan.

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An Index Overview – Part III: Index Mechanics – Interesting Idiosyncrasies

By | Investment Consulting | No Comments

Market indexes. You read about them all the time, such as when the Dow Jones Industrial Average (the Dow) topped 20,000 points in early 2017 … and then broke 21,000 just over a month later. In our last piece, we explored what those points actually measure, which isn’t always what you might guess. Today, we’ll take a closer look at the mechanics of indexing, to gain a better understanding of why they do, what they do.

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An Index Overview – Part II: A Few Points About Index Points

By | Investment Consulting | No Comments

As we covered in our last piece, indexes have their uses. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is doing in comparison … again, roughly. You can also invest in an index fund that tracks an index that tracks that market. This may help explain why everyone seems to be forever watching, analyzing and talking about the most popular indexes and their every move. But you may still have questions about what they are and how they really work.

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What is a Power of Attorney? And Do I Need One?

By | Advanced Planning | No Comments

A Power of Attorney is a legal document by which you give someone else the legal capacity to do things for you, in your name, as if you were doing them yourself. every adult should designate an agent and execute a Power of Attorney. Disease, dementia, stroke or anything else can cause you to become incapacitated and unable to take care of your financial and other matters. Life is never certain but designating an agent is.

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A Vote for Small Cap Stocks?

By | Investment Consulting | No Comments

In the recent period following the US presidential election, US small company stocks experienced higher returns than US large company stocks. This column looks at these returns relative the historical small cap premium and discusses the importance maintaining constant exposure to the dimensions of higher expected returns.

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