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Welcome to our blog. Here you can find views on the financial world and keep updated on the latest news.

Nancy Fehrenbach

As a Chartered Financial Analyst® charterholder, I provide analysis for our financial plan modeling as well as ongoing analysis of our clients’ portfolios for changes to investment, insurance and retirement needs. I began my career as an investment analyst and portfolio manager for institutional portfolios.

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May 14 2019 Biotech Breakthroughs Are Wreaking Havoc on Retirement Plans – Are You Prepared?

April 12 2019 In Case of Emergency (ICE) Plan

January 15 2019 Are You Spending What You Think You Are?

December 11 2018 How a Holiday Budget Can Save You From the January Credit Card Bill Blues

July 24 2018 Is Your Giving Going Where You Think It Is?

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Investment Updates

Despite Bad Economic News, Stocks Rose 4% In The Week Ended July 29, 2022

Real disposable personal income (DPI) per capita in the United States declined from $46,985 to $45,356 in the past 12 months, according to data released

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

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