Insights

Early to Mid-Career

July 15, 2019

Improved Investment Decisions by Tuning Out the Noise

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between…

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Sensenig Capital News

July 3, 2019

Carl Sensenig’s Retirement

I’ll move on knowing our valued clients are in very capable and experienced hands. It has been truly rewarding to be a part of the growth of our company and…

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In Retirement

June 14, 2019

What is Asset LOCATION?

You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping…

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Early to Mid-Career

June 14, 2019

Good Advice

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor. You do. But…

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Approaching Retirement

May 15, 2019

Top 7 Social Security Myths

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits. Moreover, there…

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Early to Mid-Career

May 15, 2019

What is Liquidity?

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without…

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Approaching Retirement

April 15, 2019

Money Management Lingo

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a…

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Early to Mid-Career

April 15, 2019

5 Kid-Friendly Financial Literacy Tips

Parents may avoid talking with their kids about money because of personal financial frustrations, regrets or misunderstanding. If kids aren’t learning about money at home or school, they may either…

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Sensenig Capital News

February 27, 2019

Considering a Second Opinion on Your Investments?

Conducting your due diligence, issuing a request for proposal (RFP), comparison shopping. Call it what you will, when is the last time you’ve taken a good, hard look at whether…

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Early to Mid-Career

February 19, 2019

What Is Asset Allocation?

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? To offer an analogy, allocating your…

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