Free Personal Finance Document Downloads:

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Personal Income Statement/Budget Worksheet Excel PDF Sample
Emergency Document Checklist PDF
Personal Finance Calendar PDF
Goal Setting Infographic PDF
Guilt-Free Finances Path PDF
Investment Fees Summary PDF
Mutual Fund Research & Selection Infographic PDF

Your Analyst

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

Key Investment Thoughts

Document Library

Free Personal Finance Document Downloads:

Personal Income Statement/Budget Worksheet Excel PDF Sample

Emergency Document Checklist PDF

Personal Finance Calendar PDF

Goal Setting Infographic PDF

Guilt-Free Finances Path PDF

Investment Fees Summary PDF

Mutual Fund Research & Selection Infographic PDF