Mutual Funds and ETFs – Key Investment Thoughts

How to Select Your Mutual Funds

kittoday June 24, 2019 Mutual Funds and ETFs, The Basics fund selection, investing, mutual funds

One of the most important responsibilities of adulthood is saving for the future. Savings becomes much more effective when it[…]

How Important is It? A Look at Your Company Retirement Plan

kittoday May 4, 2018June 6, 2018 General Market Thoughts, Mutual Funds and ETFs, Retirement, The Basics 401(k), 401(k) Plans, 403b Plans, company match, company retirement plans, retirement planning, retirement savings

RETIREMENT PLANS ARE EXTREMELY IMPORTANT! First, an employer giving an opportunity to save money for retirement is truly a blessing. […]

Active vs. Passive Investing: Why are you forcing yourself to choose one?

kittoday April 26, 2018August 17, 2018 General Market Thoughts, Mutual Funds and ETFs, The Basics active investing, active versus passive, etfs, exchange-traded funds, mutual funds, passive investing

If you have invested at all, you are likely to have heard about the debate between active and passive investing.[…]

What You MUST Know to Make Your First Investment with CONFIDENCE!

kittoday April 13, 2018August 17, 2018 Mutual Funds and ETFs, Retirement, The Basics, Young Adults Asset Allocation, beginning investing, investing tips, mutual fund selection

You are ready! You’ve got some extra income coming in and you are ready to choose your first investment. Are[…]

Getting Returns During All Market Cycles

kittoday March 30, 2018August 17, 2018 General Market Thoughts, Mutual Funds and ETFs, Retirement, The Basics Asset Allocation, bear market, bull market, excess return, market cycles, sector rotation

The periods we call a market cycle are unique in their length, highs, and lows. What they all have in[…]

Understanding Risk & Volatility Part 2

kittoday March 9, 2018August 17, 2018 Mutual Funds and ETFs, Retirement, The Basics beta, diversifcation, investment risk, portfolio risk, risk and volatility

Systematic vs. unsystematic risk Systematic risk refers to the volatility of the general market. Stock prices fluctuate day to day[…]

Investing with a HEART!

kittoday October 26, 2017December 4, 2017 General Market Thoughts, Mutual Funds and ETFs ESG Investing, investing, socially aware investing, Socially Responsible Investing, SRI

Check out our newest video regarding how to invest with a heart! The blog post or[…]

Investing with an Environmental, Social and Governance Focus – ESG and SRI Investments

kittoday October 24, 2017January 4, 2018 Mutual Funds and ETFs, Young Adults ESG Investing, ESG Screens, millenial investing, Socially Responsible Investing, SRI Screens

ESG stands for Environmental, Social, and Governance. They are areas where we can review a business for quality and lead[…]

Is it Risky to Have All of Your Mutual Fund Investments with the Same Fund Company?

kittoday October 6, 2017December 4, 2017 Mutual Funds and ETFs 401(k) Plans, bundled services, expense ratios, fund companies, fund families, mutual fund fees, mutual fund investing, mutual funds

It is likely, at some point in your life you will work for a company that offers a retirement plan,[…]

The Basics: Selecting Mutual Funds

kittoday July 14, 2017December 4, 2017 Mutual Funds and ETFs, The Basics Asset Allocation, Asset Classes, beginning investing, investing, investing basics, mutual fund research, Start Saving

PART 3 of 4: THE BASICS In parts 1 and 2 we discussed risk tolerance and figuring out what asset[…]

Jennifer Schneider, CFEI

Jennifer Schneider has been an institutional investment research analyst for 20 years. She has experience as a financial literacy educator, analyst, operations efficiency strategist and corporate project manager. Jennifer has valuable expertise in the areas of investment committees, portfolio analysis, client service consulting and management of the operations department for investment consulting firms. In her work with trust departments and financial advisory firms, she has been able to develop portfolio strategies that benefit clients and ensure best practices.

Jennifer is a Certified Financial Education Instructor, actively educating individuals about financial literacy topics. Jennifer has a Bachelor of Science degree from Texas A&M University and a Master of Business Administration from the University of Houston.

“I have such a strong passion for educating others about finance and investing; including individuals, financial consultants, and institutions. My goal in writing a blog is to educate many types of investors about items that I see in my research world on a day to day basis. I hope to give confidence to those who find investing intimidating and to provide additional information to those who enjoy the research.” Jennifer Schneider