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Investment Consulting

Why Should You Diversify?

By | Investment Consulting | No Comments

As US stocks have outperformed international and emerging markets stocks over the last several years, some investors might be reconsidering the benefits of investing outside the US. While there are many reasons why a US-based investor may prefer a degree of home bias in their equity allocation, using return differences over a relatively short period as the sole input into this decision may result in missing opportunities that the global markets offer.

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Top 5 Apps to Save You Money

By | Advanced Planning, Investment Consulting, Sensenig Capital News | No Comments

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending and avoid late payments.

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There’s More to Retirement than Just Numbers

By | Advanced Planning, Company Retirement Plans, Investment Consulting | No Comments

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra money. If retirement is knocking on your door, you may want to start preparing yourself emotionally for it now, because preparation goes beyond making sure you have enough income.

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An Evidence-Based Approach to Sustainable Investing Part I: Setting the Sustainable Stage

By | Investment Consulting | No Comments

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good? But what is the greater good? What is a decent return? How do we make it all happen?

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Tuning Out the Noise

By | Investment Consulting | No Comments

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. While the events of the “lost decade” are now behind us, they can still serve as an important reminder for investors today.

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