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There are no hold times. You don’t have to spend your entire lunch break listening to hold music. You choose your availability and we call you.
There are several options for scheduling a 15 minute consultation, getting help with your account or with site navigation, scheduling a formal planning session, to discuss investments, or just to chat.
INSIGHTS
Coronavirus and Market Moves
By Erika Jensen / February 25, 2020Let me begin by saying that yes, I am worried about Coronavirus and the markets. I can understand any anxiety that it is causing any of you. I want to take a few minutes to address fears and create some understanding. I’ll talk about fear mongering in the news, how our clients are positioned, and say […]
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Lessons In the Wake of Death
By Erika Jensen / August 16, 2019The month of June was one of great personal loss for me. I lost a good friend and my dad in the span of weeks. I’d watched both of their health struggles leading up to their deaths. I’m still grieving. As I grieve, I also have to work with family to settle Dad’s affairs. We’ve […]
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The market is partying. How are you measuring your performance?
By Erika Jensen / May 2, 2019People obsess over what the major stock market indices are doing daily. In nearly a decade in this business I’ve had my share of phone calls from clients concerned about what the S&P 500 or the Dow Jones Industrial Average is doing on a given day. Clients should feel free to call me when they have […]
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The House: Why don’t you think about stock investments the same way you think about your house?
By Erika Jensen / January 19, 2019Introduction Why do stock prices fall? It’s the same as asking “Why do stock prices rise?” Stock prices rise and fall based on the assessed value of a company on a given day, at a given moment. Sometimes prices of stocks are high because of speculation or greed crowding into the market. Sometimes prices are […]
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An inability to recognize animal impulses versus human decision-making is probably having a negative impact on your investment returns
By Erika Jensen / December 14, 2018Let me first say that, if any neuroscientist reads this, I’m not one. This is a very basic account of the brain and how it can affect investment behaviors. This post was originally published in September 2017. It has not been updated. According to an annual study conducted by a company called Dalbar, in the […]
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Do you need a Roth IRA? There’s a good possibility that you do.
By Erika Jensen / May 21, 2018At what time in your life will your income be higher? Are you young and just starting your job? If so, do you have the kind of education, training, and work ethic that will propel you into a position where you’re earning a much higher income? Does that mean there’s a good chance you could […]
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