Insights

Advanced Planning

March 2, 2015

Optimizing Your Company’s Wellness

There is a growing awareness regarding how health affects our lives, bodies, families and now even our business and companies. Instilling Wellness Programs into our companies and corporate culture is…

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Advanced Planning

February 19, 2015

Advisor Due Diligence Part 3: Finding Right-Fitting Advice

In this final installment in our series, “Doing Due Diligence on Your Financial Advisor,” we wrap up our discussion about fiduciary duty and offer additional qualities worth seeking in your…

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Investment Consulting

February 9, 2015

Applying Science to Investing

This video is an introduction to Dimensional Fund Advisors for investors. It underscores how science has transformed every aspect of our lives, including investing.

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Sensenig Capital News

February 6, 2015

Jeremy Brenn appointed to Lower Providence Township Finance Committee

At its January 2015 board meeting, Jeremy Brenn was named to the Finance Committee of Lower Providence Township in Eagelville, PA.

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Advanced Planning

February 3, 2015

Advisor Due Diligence Part 2: First There Is Fiduciary

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you…

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Investment Consulting

January 19, 2015

2014 Review: Economy & Markets

Besides offering an informative snapshot of the 2014 markets against the backdrop of world news, the report explains how the premium returns expected from investing in various market factors often…

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Investment Consulting

January 13, 2015

2014: Patience Pays Off

The year 2014 was a challenging one in many respects, but perhaps the biggest challenge was to resist the urge to dip and dart in response to the cascade of…

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Investment Consulting

January 13, 2015

Quarterly Market Review for 2014-Q4

Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a…

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Advanced Planning

January 9, 2015

Advisor Due Diligence Part 1: How Do You Know?

Our prior post "Finding The Right Financial Advisor" generated enough interest that we decided to build upon our thoughts and create a series of articles in order to help guide…

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Advanced Planning

December 1, 2014

Finding the Right Financial Advisor

Anyone can call themselves a financial planner. Just as in the medical, legal, and accounting professions, consumers need an appropriate resource they can trust to help find a true financial…

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