What a mess the world looks to be in. Between threats of nuclear war, the worst pandemic in 100 years, food shortages, climate disruption and now massive inflation, it’d be easy to think that life was going backwards – not moving ahead. Not so. The truth is that we’re in a traumatic period […]
One of our commitments to our clients is keeping up with technology. Doing so helps us gradually become more efficient while improving client service little by little. This approach has worked well for us in the past. It’s part of our general philosophy. If we test new technology internally, we’re better able to […]
We’re proud of the fact that we routinely have an open rate on our newsletter of over 80%. That’s pretty much unheard of in the financial industry. And while we’re pleased that so many of our clients appear keenly interested in our perspectives, we believe that the consistently high readership comes largely down to one […]
I’m getting married at the end of August to my wonderful fiance Phil. As excited as we are, it’s been a challenge putting a wedding together during Covid times. While things look more encouraging now, in planning things out at the very start of the year we had to really think long and hard about how […]
Looking for a family movie to watch? I’ve got a great suggestion for you. It’s not a typical action flick, a romantic comedy, or a thriller – even though there is a predator involved. No, this movie is a financial services cult classic. I say that because it could inspire substantial returns for […]
I’ve had a few clients ask about retirement lately. Not theirs, but mine. It got me to thinking. Perhaps other clients were wondering if or when I was going to retire? So, I thought I’d address the issue head-on, along with our approach and plans here at Schneider Insurance. Our success […]
Despite some recent volatility, stocks have continued to move higher over the past few months. We’ve seen record gains as corporate earnings in the U.S. have recently surprised almost all analysts. On the S&P 500, a standout 87% of corporate earnings beat expectations. That goes a long way to justify historically very expensive price-earnings multiples. […]
The financial business is often associated with life events. One such event is the birth of a child. And though that’s far from the only time women consider insurance, it does often act as a prompt to get them to consider the longer-term considerations now in play. How to value the appropriate coverage to consider […]
Despite mixed earnings, an ongoing pandemic and the threat of considerably higher taxes coming with Joe Biden’s administration, markets have continued to nudge higher over the past couple of months. It would be normal, with signs of an overheated market to wonder, a) why things remain so buoyant and b) when we’ll see the next […]
We’re regularly working towards improving our education so that we can help you. One of the things we did (well Mark and I did) this Christmas holiday was to review The Psychology of Money. It’s a book detailing timeless lessons on wealth, greed, and happiness, written by Wall Street Journal columnist Morgan Housel. The book […]
