SEI’s Erin Garnett recently wrote about The Yield Curve and why it’s important to not try to time the market. Read an excerpt below and follow the link to the full article. According to the San Francisco Fed, every recession in the last 40 years was preceded by a yield-curve inversion; however, we do not necessarily expect all inversions to be associated with immediate market declines. After each of the last five inversions, for example, the S&P 500 Index gained 24.7% and the Bloomberg Barclays U.S. Aggregate Bond Index gained 7.2%,… Read More

Lisa recently wrote about her sabbatical experience for the FPA’s Journal of Financial Planning. Read an excerpt below, and check out the full article here: https://www.onefpa.org/journal/Pages/SEP18-Sabbatical-Success-How-to-Have-a-Business-to-Come-Back-to-After-6-Weeks-Away.aspx Recently, I returned from my second six-week sabbatical in six years. Under two different teams, I was able to (almost) completely unplug from the business. In preparing for my most recent sabbatical, I received interesting feedback from a variety of business owners—including some financial planners. While most were very supportive, many could not imagine being able to leave their business for even a two-week… Read More

Knowing how to use some basic features of MS Excel can really enhance your spreadsheet experience. Once you have these down, you’ll be able to more easily navigate within your workbook! Get more comfortable in Excel now, give these tricks a try! Quickly Fit Columns and Rows to Show All Text. Select the shaded triangle in the left hand corner of your sheet – where the rows and columns meet. This highlights the entire workbook. (Alternately, you can just select the rows and/or columns for which you’d like to adjust the… Read More

Over 11 years ago, a former team and I knew that it would be important to change the name of our business from Kirchenbauer Financial Management & Consulting to something that would allow for multiple owners and provide a name that was closer to the real work we do. Having visited The Omega Institute in upstate New York for my first meditation retreat, I became familiar with the genesis of their name and saw it as an inspiration for our business’ current name. “Omega” was taken from “omega point” which… Read More