Insights

Approaching Retirement In Retirement

July 23, 2020

The SECURE Act & Your Personal Financial Situation

In this video we take a look at some of the questions we have been getting from our clients in relation to the SECURE act and how this law might…

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Approaching Retirement Early to Mid-Career In Retirement

June 24, 2020

How to Be a Better Investor: Understanding Behavioral Bias

Behavioral biases sometimes help us make smart decisions. But they also can cloud our judgment and lead us to make irrational decisions. That’s especially true when it comes to investing.…

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Business Owners

June 16, 2020

The Human Resource: Engaging the Workforce During a Crisis

As business leaders it is more critical now than ever to demonstrate strong leadership values and ethics in how you treat your employees and how you create and maintain a…

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Approaching Retirement In Retirement

June 16, 2020

Getting Real with Your Retirement Planning: Understanding Sequence Risk

Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration, because the random sequence – or order – in which you…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

June 16, 2020

How To Be Positively Skeptical Part 3: Due Diligence?

In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “dont's” for doing your best fact-finding due diligence.

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Business Owners Early to Mid-Career

May 7, 2020

Is Now A Good Time To Refinance?

Many homeowners are wondering if now might be a good time to refinance their current mortgage. To help you determine whether there is opportunity with your situation, here are recent…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

April 29, 2020

How To Be Positively Skeptical Part 2: Understanding Our Emotions

In a recent post, we introduced our multipart series on the importance of separating fact from fiction – as an investor, as well as in everyday life. Today, let’s talk…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Workplace Retirement Plans

March 9, 2020

3 Prudent Thoughts for Turbulent Markets

As investors, when the market challenges our discipline it is important that we remind ourselves of the relationship between investment risk and expected reward. The recent unfolding news highlights the…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

March 4, 2020

How To Be Positively Skeptical Part 1: The Benefits of Having a Doubt

Whether you’re considering an investment opportunity or simply browsing various media for insights and entertainment, it has become increasingly obvious: You cannot believe everything you see, hear, or read. Much of…

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Sensenig Capital News

March 4, 2020

The Coronavirus and Market Declines

Educated and experienced financial professionals are trained to consider a wide range of possible outcomes, both good and bad, when helping an investor establish an asset allocation and plan. Those…

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