Author Archives: Curtis Auffenberg

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…

American Pharoah: A Stable Investment

Posted on by Curtis Auffenberg

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On June 6th, American Pharoah won the Triple Crown in horse racing after clinching victory at the Belmont Stakes.  Only 11 other horses have claimed this honor, and it’s been 37 years since it had last happened. Often people ask why winning the Triple Crown is said to be a…

What is an Index?

Posted on by Curtis Auffenberg

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Portfolios are constantly being compared to indices like The Dow Jones, S&P 500, Russell 2000, and the MSCI EAFE, but what exactly is an index? An Index is a basket of investments used to track a market that readily indicates the market’s short and long-term trends.  Investors use indices to…

What does the strengthening US Dollar mean for me?

Posted on by Curtis Auffenberg

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This can be a difficult question to answer.  As you will see in our video below, the strengthening US dollar effects many different aspects of the economy in various ways.  We discuss the impact the rising dollar has on both small-cap and large-cap industries,  the correlation between the dollar and…

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