by J.J. Schenkelberg, CFA | Jul 8, 2019 | Financial Planning
“The rich get richer.” We’ve all heard this phrase. Why does this happen? Is it better investment opportunities, access to other wealthy investors or other advantages the rest of us can’t take advantage of? Not really. Primarily, the rich get richer because of the...
by J.J. Schenkelberg, CFA | Apr 12, 2019 | Financial Planning
Everyone knows they need to save for the future and that there are opportunities to invest their savings to maximize growth. It is a complex world when seeking someone to help safeguard and grow savings. The “financial advisor title” is a very common one among...
by J.J. Schenkelberg, CFA | Jan 4, 2019 | Financial Planning, Market Commentary, Market Performance
The term “recession” has been tossed around a lot lately. In general terms it seems to represent a scary situation when it comes to the economy and our financial future. But what does it really mean? From an investment standpoint we may have already seen the worst....
by J.J. Schenkelberg, CFA | Oct 9, 2018 | Financial Planning, Market Commentary, Market Performance
Whether you are in the investment industry or not, one of the first lessons everyone learns is the importance of diversification. “Don’t put all your eggs in one basket,” so to speak. Over time we have learned that diversification works. Stocks that are not alike will...
by J.J. Schenkelberg, CFA | Oct 9, 2018 | Financial Planning
I admit it, I was glued to the Kavanaugh hearings on September 27th. I wanted to hear the respective stories told fully from each party rather than how the media was going to interpret them for me. Why are we all so fascinated by this process? Yes, it is a very...
by J.J. Schenkelberg, CFA | Jul 6, 2018 | Financial Planning, Market Commentary, Uncategorized
Tax-Efficient Investing There are not many people who would say, “I want to pay as much in taxes as I can each year.” Most investors are trying to keep well-earned dollars in their pockets. There are many ways to minimize taxes while saving for future needs. For many,...
