Category Archives: Educational

Spotify makes a sound investment

Posted on by Curtis Auffenberg

This entry was posted in Artesys, Educational, Investing, Miscellaneous. Bookmark the permalink.

The Joe Rogan Podcast will be exclusively available on Spotify starting September 1st after reaching an agreement for upwards of $100M+. This is a very large pay day for Joe Rogan. Ted Gioia, musician and author, explains that another artist would have to drive 23 billion streams on Spotify to…

Gap Calculators – Are You on Track for Retirement?

Posted on by Curtis Auffenberg

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

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

This entry was posted in Educational, Spencer's Blogs and tagged , . Bookmark the permalink.

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…

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