Insights

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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In Retirement

February 19, 2019

Tips for When the Markets Get Rocky

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make…

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In Retirement

January 15, 2019

Averages, Recency Bias, and Charles Dickens?

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual…

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Approaching Retirement

January 14, 2019

Six Financial Best Practices for 2019

So, are you ready to get a jump on 2019? Here are six financial best practices for the year ahead. Pick a few of them or take on the entire…

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Approaching Retirement

December 15, 2018

Why Should You Diversify?

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…

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Investment Consulting

December 14, 2018

You, Your Financial Well-Being and the Federal Reserve

After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015 to raise rates. Since then the Fed has made…

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Early to Mid-Career

November 13, 2018

Top 5 Apps to Save You Money

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,…

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