Retirement – Key Investment Thoughts

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

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

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[…]

Work and Non-Work Retirement Plans: Keeping it Super Simple

kittoday April 5, 2018April 5, 2018 Retirement, The Basics, Young Adults 401(k), 401(k) Plans, IRA, retirement plans, Roth IRA, saving for retirement, Savings

Here is what you need to know about retirement plans. SAVE! That is it; you just need to SAVE in[…]

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[…]

Understanding Risk & Volatility Part 1

kittoday March 2, 2018August 17, 2018 General Market Thoughts, Retirement, The Basics investing, investment risk, market volatility, risk profile, risk vs. return, volatility

Beginning Investing: Understanding Risk and Volatility When you start to have a little bit of money to invest many people[…]

Seeking Advice

kittoday January 19, 2018August 17, 2018 Retirement, The Basics, Young Adults financial advice, personal finance, seeking investment advice

Where do you seek investment advice? Social media? Here are some thoughts about common places people go to get investment[…]

THIS is Why You Aren’t Listening to Financial Advice You Already Know

kittoday January 4, 2018February 21, 2018 General Market Thoughts, Retirement, The Basics, Young Adults bad credit, budgeting, discretionary income, expenses, extra income, financial advice, life goals, personal finance

You have likely heard all the personal finance tips before: start early, have an emergency fund, avoid debt, invest in[…]

12 Things You MUST Know About Hiring a Financial Advisor

kittoday November 13, 2017February 23, 2018 General Market Thoughts, Retirement, The Basics Hiring a Financial Advisor, Questions for your Financial Advisor

Selecting a financial advisor (also spelled adviser 😉 ) is a big step. It’s the time when you realize you[…]

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