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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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December 2013 Episodes:
Jentner Wealth Management
  • Pub Date: Dec 30, 2013
  • Financial Resolutions for the New Year
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  • Financial Resolutions for the New Year.

    With the dawning of a new year, we make resolutions to improve our diets, getback to the gym, and improve our physical health. It has been said that if you have your health, you’ve got it all. This is Bruce Jentner of Jentner Wealth Management with your financial thought for today. Along with your physical health, consider your financial health. When struggling with either physical or financial health, we are consumed with our own challenges and deficiencies. It is difficult to be a resource to others when our own physical or financial health is poor.

    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: Dec 16, 2013
  • Will the Markets Keep Rising?
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  • Stock market returns for 2013 have been extraordinary. Now the focus turns to 2014. Will the markets keep rising? Maybe it’s time for the market to take a breather and retreat.This is Bruce Jentner of Jentner Wealth Management with your financial thought for today. As we move from 2013 to 2014, the investment prognosticators are once again lining up with their opinions. Some say it is time for an adjustment. Some claim there is still money to be made. Others claim there will be only modest gains with a correction midway through 2014. And here you are - stuck in the middle of them all!

    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.
Two Minutes To Save Your Financial Future
  • Pub Date: Dec 09, 2013
  • One Secret To Building Financial Independence
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  • One Secret To Building Financial Independence.

    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.

    One secret to building financial independence is by not taking on concentrated investment risks. "Concentrated" is the key adjective here. It means the risk of taking a permanent loss, rather than a temporary paper loss. This is Bruce Jentner of Jentner Wealth Management with your financial thought for today. As an entrepreneur, I've learned that it is difficult to get ahead financially unless you participate in business opportunities. But for many people, this seems like an impossible hurdle. Many people come up with an infinite number of reasons why they can't get involved in business. I believe your best alternative is to find a way to invest in many businesses. The basic idea is simple: People need and want the goods and services provided by businesses. Globally, there are millions of businesses attempting to meet the needsand wants of billions of people.

Two Minutes To Save Your Financial Future
  • Pub Date: Dec 02, 2013
  • When is Fee-Only Not Really Fee-Only?
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  • When is Fee-Only Not Really Fee-Only?

    This is Bruce Jentner of Jentner Wealth Management with your financial thought for today. Last month the Wall Street Journal described how few investors understand how their financial advisers get paid. According to the article, “the heart of the confusion (is) the disagreement over what signifies proper use of common terms as ‘fee-only’ and ‘fee-based’ – and whether some advisors are forthright enough in their disclosures about their compensation.”¹The term “fee-only” is reserved for advisers that only get paid directly from their clients - through a flat fee, a percentage of assets under management, an hourly fee, or a project fee. For example, a fee-only adviser might charge their client an annual fee of 1% of the investments they are managing.

    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.