Tschetter Group Tschetter Group Client Portal

Next Generation Education Curriculum

Culture and Values | Optimism | Planning

At Tschetter Group, our mission is to give people optimism about life and money. As we’ve pressed into this mission, we’ve learned one of the most important components of inspiring optimism is to give people confidence in every financial decision they make. As the world evolves around us and we continue to get inundated with…

Continue Reading

Markers

Culture and Values | Market Content | Optimism

“To be a consistent winner means preparing not just one day, one month, or even one year – but for a lifetime.” -Bill Rodgers, Four-time winner of the Boston Marathon As I begin writing this, waves of runners are launching headlong into a rain-soaked beast of a marathon course in Boston.  From its first running…

Continue Reading

Congratulations to Nathan!

Culture and Values | Optimism

We are so proud to announce that Nathan Mumford has completed the rigorous three year process of earning his Chartered Financial Analyst® (CFA) designation.   Nathan’s dedication and commitment to his craft earning this prestigious designation is truly commendable. The CFA designation is widely recognized as the gold standard for investment professionals globally, and it…

Continue Reading

Silicon Valley Bank

Market Content | Optimism

Good morning!  Many of you likely saw news over the weekend around the failure of Silicon Valley Bank (SVB).  This is a good example of when the media noise gets turned up loud and we must keep cool-headed in our assessment and response.  First and foremost, we want you to rest assured that we have…

Continue Reading

What Matters Most

Culture and Values | Market Content | Optimism | Planning

“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

Continue Reading

End of Year Planning Updates

Optimism | Planning

Season’s Greetings!   It’s hard to believe that we are heading into the last couple of months of the year. We want to make you aware of a few year-end deadlines for 2022 so that we can help you accomplish any remaining financial goals in a timely manner. Looking ahead to 2023, we also highlighted some…

Continue Reading

From Strength to Strength

Market Content | Optimism

“We do not have to become heroes overnight. Just a step at a time, meeting each thing that comes up, seeing it as not as dreadful as it appears, discovering that we have the strength to stare it down.”                                                                                                                                                                                                                      -Eleanor Roosevelt I’m reading a book titled “From Strength to Strength”, a phrase/idea…

Continue Reading

Welcome Travis

Culture and Values | Optimism

Fall Greetings!  Was great to see many of you last week for our open house.  Like we shared there, it was less about the new office and more of an excuse to get together as friends and introduce some of our new team members. On that front, wanted to take the opportunity to formally introduce…

Continue Reading

Welcome Peter

Culture and Values | Optimism

Greetings!  We hope this finds you and yours doing well as we close out August and head into the Labor Day holiday weekend. First, we want to share the exciting news that Peter Jacobs has joined the Tschetter Group team!  Peter adds significant strength and depth to our investment management expertise, bringing his seasoned hand…

Continue Reading

Optimism Pays

Market Content | Optimism

We do not dismiss or take lightly how market periods like this feel when we’re in them.  In a word, terrible.  Even so, we are as confident as ever that optimism pays over the long run when it comes to investing. We’re in good company with this conviction.  Famed investor Warren Buffett, in his nearly…

Continue Reading
More Posts 1 2 3 4