Taxes, Trade, and Record Highs | Kansas City Fee Only Financial Planner

Weekly Update – February 13, 2017 The political world has presented many topics of conversation lately. But one discussion has been relatively quiet: tax reform. Last week, however, the president announced that a “phenomenal” tax plan is forthcoming, and domestic markets responded by reaching record highs. In fact, we saw positive market performance even before [...]

Taking a Different Look at Labor | Kansas City Fee-only Financial Planner

Weekly Update – February 6, 2017 Political headlines continued to fill the news last week, and while domestic markets declined during mid-week trading, they rebounded on Friday, February 3. Overall, the week showed only modest movement, as the S&P 500 added 0.12%, the NASDAQ was up 0.11% to end at a record high, and the [...]

Tax Filing Errors to Avoid

The dawn of 2017 brings opportunities to create new resolutions or plans for the coming year — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this year’s deadline will be here before you know it. As you start the process of gathering your tax documents and [...]

Don't Panic: 4 Level-Headed Strategies for Volatile Markets

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