Author Archives: Curtis Auffenberg

Emotional Investing

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

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

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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…

Prepare For the Unexpected – Emergency Funds

Posted on by Curtis Auffenberg

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Emergency Funds are often overlooked in the grand scheme of retirement savings. Most people seem very indifferent about having a large amount of money “doing nothing”.  In all reality that money is doing much more than that – Emergency funds provide peace of mind and insurance against unforeseeable events in the…

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