Key Investment Thoughts

Financial Calendar Check

kittoday September 24, 2018September 24, 2018 The Basics financial picture, financial review, personal finance calendar

Have you checked your personal finance calendar lately? Don’t have one? We posted a year-long calendar back in January as[…]

Is Society Really Going Cashless?

kittoday August 31, 2018September 1, 2018 The Basics cashless society, digital currency, money in circulation, money supply

FEDERAL RESERVE STATISTICS SHOW THAT 11% OF THE MONEY SUPPLY IS IN BILLS AND COINS, COMPARED TO ONLY 8%[…]

Get Your Kids Involved with Paying for College

kittoday August 21, 2018August 31, 2018 The Kids college funding, FAFSA, paying for college, saving for college

It’s that time of year! We have all said it, “the summer went so fast!” And guess what? We[…]

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[…]

Housing Perfection

kittoday July 25, 2018 The Basics budgeting, housing costs, overspending, retirement gap

WE’VE CREATED A PROBLEM! In a recent survey we conducted, we discovered most people are struggling with a budget. […]

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[…]

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[…]

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[…]

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

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