About Katrina Lamb, CFA - Senior Financial Analyst

Katrina Lamb is a CFA for Jemstep. She has over 25 years experience in economics, finance, international development and management strategy, with a strong focus on global markets. She provides a voice of clarity, logic, and reason in an environment characterized by high uncertainty.
how washington politics affects the stock market
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Capitol Jitters: How Washington Affects Markets

When  politicians squabble in Washington, does the cash flow of a company like Apple or Wells Fargo take a hit? Not directly (for the most part), but the price of Apple shares or any other publicly traded stock is likely …
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best asset allocation
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What’s the Best Asset Allocation for a 40-Something?

Want to discover the best asset allocation? If you’re in your 40’s, that answer might be tough to find. The conversation about retirement planning tends to focus on two age groups: twentysomethings starting out in their careers and fifty/sixtysomethings imminently …
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how much should I have saved for retirement by 55
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How Much Should I Have Saved for Retirement by Age 55?

You’re ten years (or less!) away from retirement. You’re dreaming of a retirement that’s rich in tropical beaches, verdant green golf courses and ample time with your grandchildren. But first, you have a critical question: How much should you have …
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Tax return check
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Boost Your Retirement Savings with Tax Efficient Investing

Taxes are an unfortunate but inescapable fact of life. (Death and taxes, right?) But did you know there are ways to better manage your investments in a tax efficient manner so that you can minimize your tax bill and maximize …
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newlywed finances
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Love and Money: Dealing with Newlywed Finances

You’re married now – congratulations! May you have a long and happy life together! Now let’s get down to business: how will being a newlywed change your finances? There are two of you now, and after awhile there may (or …
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better to pay off debt or save for retirement
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Should I Pay Off Debt or Save for Retirement?

Managing your personal finances is tough, no doubt about it. How much should I put aside for retirement every month? Should I pay off all my debt before I invest? How do I manage my discretionary budget? The choices can …
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How to Make Your Investment Garden Flourish_thmb
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How Much Should I Have Saved for Retirement by Age 30?

The younger you are, the less likely you are to be thinking about your golden years, and the less likely you are to be saving for those years. As tempting as it may be to put off thinking about your …
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investment policy statement
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Do You Need an Investment Policy Statement?

An Investment Policy Statement is a document that most institutional investors – like charitable foundations, pension funds and insurance companies – use to set out their investment strategy goals and guidelines. Do you, as an individual, need an investment policy? …
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Is the stock market a casino
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Is the Stock Market a Casino?

It’s a reasonable question: with all its wild ups and downs, is the stock market nothing more than a Wild West casino? Are people simply playing the stock market – like it’s a game? On August 21, 2013, U.S. stocks …
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