My wife and I have been shopping almost exclusively at Trader Joe’s since they opened2 locations in Kansas City. If you read my blog often, you know that we are deal seekers. However, we’ve also…
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Top 3 Financial Pitfalls
I started my firm because I wanted to spend my days making and saving money for other people. I believe that those two aspects of financial planning are the key to what I do. For…
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How have our clients avoided the recent stock market losses?
The markets have certainly been frightening over the past couple weeks. As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday. Several…
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Response to MSN/Barron’s Article: Investments for Generating Income
MSN posted an article today on their homepage from Barron’s titled, “Investments for Generating Income.” The article discussed investments they recommend based on how best to generate income in this economy. As a fee-only investment advisor,…
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Should You Refinance? Low Rates Aren’t Necessarily A Green Light
There is a lot of hype about refinancing your mortgage and you’ll often hear statements like, “Rates have never been lower!” The truth is, interest rates are low right now (and Ben Bernanke stated in…
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