Jentner Wealth Management
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Two Minutes to Strengthen Your Financial Future, Jentner.com
Investing principles from Jentner Wealth Management. Visit Jentner.com for more information.

The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
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July 2015 Episodes:
Jentner Wealth Management
  • Pub Date: Jul 27, 2015
  • How to Help Leave a True Legacy for Your Children
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  • How to Help Leave a True Legacy for Your Children

    90% of families do not retain their unity and finances after 3 generations.This is Bruce Jentner of Jentner Wealth Management with another two minutes to strengthen your financial future.

    Yes, the statistics are grim. Some parents feel more comfortable talking to their children about the birds and the bees than they do about money.

    Leaving a true legacy is so much more than leaving financial wealth to your children and grandchildren. Training children with financial stewardship skills is critically important whether they pursue a business or a charitable career path. Let me give three suggestions that you may want to consider to help your children steward their financial lives in a sustainable way.

    News: Bruce Jentner and Jentner Wealth Management were recently featured in the Wall Street Journal in writer Shefali Anand's article, "This Adviser Buys Small Stocks ‘on Sale’ - Jentner rebalances in line with long-term trends, favors indexing over active management."

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
  • Pub Date: Jul 20, 2015
  • Is Your Financial Advisor Held to a Suitability or Fiduciary Standard?
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  • Is Your Financial Advisor Held to a Suitability or Fiduciary Standard?

    There is legislative debate whether all financial advisors should be legally required put their clients’ needs before their own. Wait a minute! Aren’t all financial advisors already required to do this? The answer may surprise you.

    News: Bruce Jentner and Jentner Wealth Management were recently featured in the Wall Street Journal in writer Shefali Anand's article, "This Adviser Buys Small Stocks ‘on Sale’ - Jentner rebalances in line with long-term trends, favors indexing over active management."

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
  • Pub Date: Jul 13, 2015
  • Investing Pitfalls: The Bias of Confirmation
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  • Investing Pitfalls: The Bias of Confirmation

    As investors, it is quite common for us to surround ourselves with people and news sources that have similar views and beliefs. This can have a detrimental effect on your investment portfolio. This is Bruce Jentner of Northeast Ohio Jentner Wealth Management with another two minutes to strengthen your financial future.

    News: Bruce Jentner and Jentner Wealth Management were recently featured in the Wall Street Journal in writer Shefali Anand's article, "This Adviser Buys Small Stocks ‘on Sale’ - Jentner rebalances in line with long-term trends, favors indexing over active management."

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
Jentner Wealth Management
  • Pub Date: Jul 06, 2015
  • Investing Pitfalls: The Bias of Overconfidence
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  • Investing Pitfalls: The Bias of Overconfidence

    The ABC Stock Fund invests in stocks at all times, experiencing all the gains and losses of the stock market. However, you actively manage your own portfolio, with the flexibility to move in and out of stocks, bonds and cash whenever you want. Let me ask you a question: Over the next 20 years, which investment do you expect will perform better?

    News: Bruce Jentner and Jentner Wealth Management were recently featured in the Wall Street Journal in writer Shefali Anand's article, "This Adviser Buys Small Stocks ‘on Sale’ - Jentner rebalances in line with long-term trends, favors indexing over active management."

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.