Insights

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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Investment Consulting

December 1, 2014

Living with Volatility, Again

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.

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Advanced Planning

December 1, 2014

'Tis the Season … Give Wisely!

A straightforward way to optimize giving throughout the year is with donor-advised funds. Donors are increasingly sensitive to the fact that while giving is always good, giving wisely is great.

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Investment Consulting

October 20, 2014

The Google Effect?

What can't Google do? Free email, customized searches, maps, apps, browsers, video—the list goes on. Now researchers claim to have found a link between Google searches and future stock market…

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Investment Consulting

October 9, 2014

Quarterly Market Review for 2014-Q3

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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Sensenig Capital News

October 3, 2014

Life Lessons from Gary Player!

As they say, in life it’s important to work hard but also to have some fun along the way! It’s also a real benefit when we have the opportunity to…

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Advanced Planning

September 25, 2014

How Much Income Do You Need in Retirement?

How much retirement income is enough? In this short video, Marlena Lee of Dimensional Fund Advisors (DFA), explains that the answer should be customized based on each individual's lifestyle and…

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Sensenig Capital News

September 9, 2014

The Brenn Boys Open Savings Accounts!

We recently wrote an article in our company newsletter about the benefits of teaching children wise money management skills. Since that time, Ryan, Jeremy’s oldest son, had asked if he…

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Investment Consulting

September 8, 2014

CAPE Fear: Valuation Ratios and Market Timing

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to…

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