Young Adults – Key Investment Thoughts

12 Days of Financial Wellness Gifts

kittoday December 6, 2018December 6, 2018 The Kids, Young Adults 12 days of Christmas, financial giving, money gifts

It’s time to get ready for your 12 days of financial wellness gift giving!! Are you ready? Here they are:[…]

Lessons You MUST Teach Your Kids About Money

kittoday October 22, 2018 The Kids, Young Adults kids and money, money lessons, Teaching kids about money

Your kids have been watching you! They have also been watching their friends and the money actions of others. […]

10 Lessons I Learned as an Investment Analyst

kittoday August 8, 2018August 9, 2018 General Market Thoughts, The Basics, Young Adults money habits, money lessons, money mistakes

Over the last eighteen years, I have provided investment research to an array of institutions and financial advisors. I have[…]

How to Keep Your Relationship Free of Money Arguments

kittoday June 11, 2018June 11, 2018 General Market Thoughts, The Basics, The Kids, Young Adults budget, money and your relationship, money fights, personal balance sheet, personal income statement, relationships

Money fights with your significant other are no fun, and sometimes words that are exchanged can be damaging to a[…]

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[…]

Graduation Day!!

kittoday March 23, 2018May 3, 2018 The Kids, Young Adults graduation day, kids and finances, teaching our kids about money

Graduation day is finally getting close. Your kids are ready for LIFE, but what about their finances? Graduation day is[…]

Debt & Credit Workshop

kittoday February 28, 2018August 17, 2018 The Basics, The Kids, Young Adults budget, credit, credit score, debt, debt-free, paying off debt, spending

Do you wish to understand how debt and credit will impact your future? Or, maybe you have a bit too[…]

What if…

kittoday February 21, 2018February 18, 2019 General Market Thoughts, The Basics, The Kids, Young Adults be prepared, emergency plans, financial emergency, important documents, your loved ones

Once you are an adult with bills and assets, you need to plan for the “WHAT IF” scenarios. There are[…]

Understanding Debt & Credit

kittoday February 2, 2018August 17, 2018 The Basics, The Kids, Young Adults credit report, credit score, debt and credit, debt-free, eliminating debt, improving your credit

Our last post talked about ways to improve your credit score, but is that it? Are you done? NO! Looking[…]

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