Category Archives: Educational

Gap Calculators – Are You on Track for Retirement?

Posted on by Curtis Auffenberg

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Are you on track for retirement? You can find out with a lifetime income calculator, also known as a gap calculator. Retirement gap calculators are tools that help estimate your spending needs in retirement and what you should be saving to avoid the retirement spending gap. In the video below…

Building Better Benchmarks

Posted on by Spencer Seggebruch

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Selecting an appropriate benchmark is the first step in being able to effectively communicate with investors. How to tell if a benchmark is appropriate? This standard list from (Bailey, 1998) is a helpful starting point for finding a benchmark that is consistent with a manager’s investment process: Unambiguous – The…

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…

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