--- title: GeoWealth Blog | Jen Wing description: Jen Wing is GeoWealth's Chief Investment Officer and is the Head of our Investment Committee. Jen received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation. image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/author/jen-wing/page/1#top) [Skip to Content](https://blog.geowealth.com/author/jen-wing/page/1#body) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) \> About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Technology](https://geowealth.com/advisor-technology/) - [Solutions](https://geowealth.com/portfolio-solutions/) - [Services](https://geowealth.com/services-and-support/) Toggle children for Services Main Menu (Press to Return) \> Services - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) \> Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) \> Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) ![](https://blog.geowealth.com/hubfs/Headshots/Jen%20Wing%201.png) [mailto:connect@geowealth.com](mailto:connect@geowealth.com) ###### Jen Wing Jen Wing is GeoWealth's Chief Investment Officer and is the Head of our Investment Committee. Jen received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation. [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/blog%20header%20image%2050%2030%2020.png)](https://blog.geowealth.com/why-tomorrows-top-advisors-are-embracing-the-50/30/20-model) ### [Why Tomorrow’s Top Advisors Are Embracing the 50/30/20 Model](https://blog.geowealth.com/why-tomorrows-top-advisors-are-embracing-the-50/30/20-model) Beyond the 60/40 Portfolio For HNW investors, the traditional 60/40 portfolio no longer offers the d... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5Dtarriff.png)](https://blog.geowealth.com/market-commentary-april-2025) ### [Market Commentary: Tariff Special Edition](https://blog.geowealth.com/market-commentary-april-2025) Navigating Tariffs & Inflation INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D5.png)](https://blog.geowealth.com/rebalancing) ### [Portfolio Rebalancing: How & Why](https://blog.geowealth.com/rebalancing) Tracking Back to Target Portfolio rebalancing is the process of buying and selling portfolio holding... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D.png)](https://blog.geowealth.com/understanding_direct_indexing) ### [Understanding Direct Indexing](https://blog.geowealth.com/understanding_direct_indexing) Personalizing Exposures Direct indexing is a way to create a broadly diversified portfolio of indivi... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D10.png)](https://blog.geowealth.com/dollar-cost-averaging) ### [When Dollar Cost Averaging Makes Sense](https://blog.geowealth.com/dollar-cost-averaging) Strategically Deploying Your Capital If you have a lump sum that you wish to invest, you have a choi... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D2.png)](https://blog.geowealth.com/tax-loss_harvesting) ### [What is Tax-Loss Harvesting?](https://blog.geowealth.com/tax-loss_harvesting) Optimizing Your Tax Efficiency Tax-loss harvesting involves intentionally taking a loss by selling a... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images~4.png)](https://blog.geowealth.com/understanding_tips) ### [Understanding TIPS](https://blog.geowealth.com/understanding_tips) Treasury Inflation-Protected Securities, or TIPS, are a type of bond issued by the US Treasury. They... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/2025%20Gold%20Blog.png)](https://blog.geowealth.com/glitter_of_gold) ### [The Glitter of Gold in a Portfolio](https://blog.geowealth.com/glitter_of_gold) Should Gold Be a Part of Your Portfolio? Gold is beautiful to look at and has a rich history, but do... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-1.png)](https://blog.geowealth.com/billion-dollar-backstory-podcast) ### [Billion Dollar Backstory Podcast](https://blog.geowealth.com/billion-dollar-backstory-podcast) Hear from Scott MacKillop & Stacy Havener I was fortunate to sit down recently for a conversatio... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-28.png)](https://blog.geowealth.com/value-of-being-a-client-educator) ### [The Value of Being a Client Educator](https://blog.geowealth.com/value-of-being-a-client-educator) Financial literacy for your clients helps you both win There is good news for financial advisors! Re... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D9.png)](https://blog.geowealth.com/fees_and_expenses) ### [Fees and Expenses: Do They Really Matter?](https://blog.geowealth.com/fees_and_expenses) Control what you can control. Fees and expenses are two of the most important factors to consider wh... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-14.png)](https://blog.geowealth.com/growth_and_value) ### [Balancing Growth and Value Stocks for a Diversified Portfolio](https://blog.geowealth.com/growth_and_value) Stocks are often grouped into two distinct categories or styles, growth and value. Knowing the diffe... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+7.png)](https://blog.geowealth.com/fixed_income) ### [Short, Intermediate, and Long-Term Fixed Income](https://blog.geowealth.com/fixed_income) What are the goals of your portfolio? Investors often ask, “When I build a portfolio comprised of st... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-39.png)](https://blog.geowealth.com/understanding_tracking_error) ### [Understanding Tracking Error](https://blog.geowealth.com/understanding_tracking_error) What's an acceptable level of tracking error? Tracking error measures the variation in performance b... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D3.png)](https://blog.geowealth.com/understanding_tax_alpha) ### [How To Calculate Your Tax Alpha](https://blog.geowealth.com/understanding_tax_alpha) Understanding Tax Alpha Tax alpha measures the benefits of decisions made by a portfolio manager tha... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-37.png)](https://blog.geowealth.com/marketing_timing) ### [Why Market Timing Doesn't Work](https://blog.geowealth.com/marketing_timing) Buying low and selling high can be an elusive dream for most people. The stock market goes up and th... Explore additional blog articles: [1](https://blog.geowealth.com/author/jen-wing) [2](https://blog.geowealth.com/author/jen-wing/page/2) [Next Page](https://blog.geowealth.com/author/jen-wing/page/2) # *Thought Leadership* What We’re Thinking About Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal. [Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/) Get Powered by GeoWealth. Schedule a Demo Today. [![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d) [![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/) **PLATFORM** - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) - [FAQs](https://geowealth.com/geowealth-faqs/) **COMPANY** - [About](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [In The News](https://geowealth.com/news/) - [Resources](https://geowealth.com/resources/) **CONTACT** - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) GeoWealth is a registered trademark of GeoWealth, LLC  |  © All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information [444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [312.219.9160](tel:312-219-9160) [connect@geowealth.com](mailto:connect@geowealth.com) *Information presented is for informational and educational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Content is general in nature and should not be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Investment Advisory Services offered through GeoWealth, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Please consult appropriate professionals regarding your specific circumstances. Links to third-party websites are provided for convenience only; GeoWealth is not responsible for the content of external sites.*