Insights

Advanced Planning

May 12, 2016

Qualified Charitable Distribution: Permanent at Last

Charitably minded and holding significant assets in an IRA? If you are thinking about making a donation to charity, consider a qualified charitable distribution (QCD) from your IRA. A new…

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Sensenig Capital News

April 12, 2016

DOL Fiduciary Ruling … Why You Should Care!

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…

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Investment Consulting

March 16, 2016

Investing for Retirement Income: Straw, Sticks or Bricks? – Part 3

As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to dividend-yielding stocks or high-yield (“junk”) bonds to buttress your retirement income, even…

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Investment Consulting

March 8, 2016

Investing for Retirement Income: Straw, Sticks or Bricks? – Part 2

In Part I of our three-part series on investing for retirement income in low-rate environments, we explained why we don’t advise bulking up on dividend-yielding stocks as a reliable way…

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Investment Consulting

February 26, 2016

Investing for Retirement Income: Straw, Sticks or Bricks? – Part 1

In this three-part series, we’ll explore each of common strategies or retirement income investing and explain why the evidence supports building and preserving your retirement reserve through total-return investing. The…

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Investment Consulting Workplace Retirement Plans

February 16, 2016

Good Advice

That which best serves investors ultimately best serves their financial advisors as well, so we would warmly welcome a world where good advice reigns supreme. Until then, we hope you’ll…

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Advanced Planning

February 10, 2016

Understanding Medicare

Medicare contains four components: Parts A, B, C, and D. Part A is hospital insurance designed to cover inpatient care in hospitals and rehabilitation facilities. Part B helps to cover…

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Investment Consulting

February 10, 2016

Evidence-Based Investing: How Do You Know What (and Whom) to Heed?

Of all the ways we can go about investing, which ones are expected to best serve our clients’ personal interests and financial goals? Equally as important, which are more likely…

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Advanced Planning Uncategorized

February 10, 2016

EEO Compliance and Litigation Preparedness: A Primer for Business Owners

There is no denying it: Business-owners face various forms of litigation including commercial disputes, workers’ compensation claims, personal injury actions, and employment litigation. But employment litigation is quite unique from…

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Investment Consulting

February 2, 2016

Recent Market Volatility

The market events of January 2016 provide an opportunity to examine several questions important to investors and revisit some fundamental principles of investing in capital markets.

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