The Jentner Blog

How Well Do Hedge Funds Work?

Everyone has heard of people who have struck it rich. With so many investment opportunities, most people turn to the investment specialists on Wall Street who promise to do the research necessary to help them strike it rich. People expect their investment manager to predict economic trends and beat the market. Hedge funds charge high fees with the expectation of...
Read More

Leaving a Legacy

Leaving a legacy has much more to do with character than with money. Let me share two stories to illustrate the point:Continue reading
Read More

Brexit and Its Impact on the Market

Over the last few weeks, the markets have been showing some added volatility. Many pundits and analysts attributed it to the so-called Brexit vote. Yesterday, the British voted in a referendum to leave the European Union—British Exit. Once again, the markets are facing an issue of uncertainty. So, what will the economic and political impact be? Continue reading
Read More

The Essentials of Retirement Planning

Some people see retirement planning as determining how much money you need to retire. Once you reach that number, then you retire and enjoy the ride. Retirement planning, however, is much more complicated than that. Yes, accumulation is important. But once you accumulate that theoretical number, developing a plan to optimize and protect your retirement income for the balance of...
Read More

Why Smart People Make Poor Investment Decisions

With the bursting of the tech bubble in 2000 and the great decline of 2008, 2000 through 2009 has been called the “lost decade.” With the current slow recovery, market volatility, and unsustainable government spending, people are struggling to find the “right way” to invest. It is not uncommon for smart people to make poor investment decisions. During these challenging...
Read More

Evaluating Financial Credentials

There are hundreds of financial professionals in our community, and most of them want to invest your money. But all of them know you want to work with an expert. When we need income tax returns prepared, we seek help from an expert, usually a CPA. When we need legal help, we seek help from an attorney. However, when it...
Read More