Author Archives: Curtis Auffenberg

Emotional Investing

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Posted on by Curtis Auffenberg

This entry was posted in Educational, Millenials. Bookmark the permalink.

Attempting to predict future market price movements is difficult to do and even more difficult to replicate reliably.  A well thought out and disciplined investment plan is a wise option for an investor who may not have the time or expertise to develop and execute a unique investment strategy on…

Job Hopping Should Not Stop You From Contributing To Your Retirement Plan

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Posted on by Curtis Auffenberg

This entry was posted in Curtis's Blogs, Educational, Millenials. Bookmark the permalink.

  Too often when friends and younger family members ask me what I do for a living, and i tell them I work with retirement plans, I hear the reply “Oh I have been meaning to start one of those” Millennials (born in the early 80s through mid 90s) in particular…

NAAIM 2016 Wagner Award Winner: Spencer Seggebruch

Wagner Award Presentation

Posted on by Curtis Auffenberg

This entry was posted in News. Bookmark the permalink.

We are pleased to announce that Spencer Seggebruch has won the National Association of Active Investment Managers’ 2016 Wagner Award for his paper “Multivariate Regression Analysis: Considering the Relevance of Past Performance.” Being the only person to win on their first entry means a lot to Spencer, who said, “It was a…

Weekly Commentary 5/20/16

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Posted on by Curtis Auffenberg

This entry was posted in Weekly Commentary. Bookmark the permalink.

The MSCI ACWI IMI global investable equity index finished the week up 0.21%. The S&P 500 finished the week up 0.35%. MSCI EAFE finished up 0.31%. The Barclays US Agg Bond Index finished down 0.62% while 10-year Treasury yields rose from 1.71% to 1.85%. Small Growth led the market last…

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