Advice is one thing. Education is another. Welcome to our area dedicated to highlighting Sensenig Capital’s perspective on private wealth management, unbiased investment advice, and comprehensive financial planning. You’ll find articles designed to inform and enlighten. Spend time browsing through the topics to learn more about our approach and what we believe.
One of the reasons we turn to evidence-based investing is to guide us past the misguided strategies that can otherwise cause an investor’s expected returns to run aground. That said, there is a lot of “evidence” out there. How do we determine which of it comes from sound science and which may steer you wrong? Survivorship bias is one trick of the trade we must watch for when accepting or rejecting a performance analysis.read more
Jeremy recently had the privilege of presenting on the topic of his career to several elementary school classes. Hmmm, how best does one keep the attention of a bunch of 7-9 year olds on the topic of money and investing for 30+ minutes? We explained to the kids that we help people make smart decisions with their money. We teach them how best to save, how to make a plan for their money, and also how to invest so that it grows over time.read more
Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a potential June “Brexit” from the European Union, or uncertainty surrounding this year’s US presidential election, there is plenty of risk to go around as we swing into another busy summer. Is investing riskier than usual these days? In our experience, probably not.read more
Charitably minded and holding significant assets in an IRA? If you are thinking about making a donation to charity, consider a qualified charitable distribution (QCD) from your IRA. A new law finally makes these transfers a permanent planning option.read more
By design and intent, we are and will remain an independent, fee-only Registered Investment Advisor firm, dedicated to advising our clients on how to best manage their wealth – all of their wealth – according to their own cherished goals. We are dedicated to being transparent and caring and fiduciary. With or without any regulatory requirements, this is what we do; it’s who we are. It’s bred in our bone. As the DOL rule begins to (hopefully) improve on the retirement planning advice that all investors receive, we welcome any questions you may have about its impact on your own interests. In the meantime, if you notice other firms mimicking us as a result of the new requirements, you might want to ask them: What took you so long?read more