Category

Sensenig Capital News

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.

Read More

DOL Fiduciary Ruling … Why You Should Care!

By | Sensenig Capital News | No Comments

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

Are Goals Really Necessary?

By | Sensenig Capital News | No Comments

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 the expectation of inevitable roadblocks along the way. And, if you are given the chance to help others in the process, make sure to embrace the opportunity.

Read More

Life Lessons from Gary Player!

By | Sensenig Capital News | No Comments

As they say, in life it’s important to work hard but also to have some fun along the way! It’s also a real benefit when we have the opportunity to share great experiences with our clients. To that end, we recently attended a golf clinic with long-time clients of our firm. The event was hosted by Gary Player in order to benefit his grandson’s fundraising effort for the Eagle Scouts.

Read More

The Brenn Boys Open Savings Accounts!

By | Sensenig Capital News | No Comments

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.”

Read More