[embedplusvideo height="344" width="560" standard="http://www.youtube.com/v/P7Y8HchniH4?fs=1" vars="ytid=P7Y8HchniH4&width=450&height=281&start=&stop=&rs=w&hd=0&react=0&chapters=¬es=" id="ep2313" /] John discusses how our unique, time-tested, research-based investment strategy can benefit you. To learn more about our strategy, click here. Call us today at 913.402.6099 to schedule your free consultation.
When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing. Below are the top 3 “investment myths” I hear the big investment advisory firms telling their clients: 1. Your portfolio will be just fine as long as you sit tight and ride it out. Historically, the markets have had more positive years than [...]
I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market. I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed in 2012. payday loans online ontario In my mind, 2008 drew a line in the sand. Everything before that – [...]
A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.” 70% of the survey respondents said their 401(k) is their only or primary source of retirement savings. However, only 42% reported having received professional financial advice in the past two years. Schwab’s analysis found that the use of advice can have a significant impact on people’s behaviors in 401(k) plans. Specifically, use of professional advice has a [...]
Just the facts… This has been the raging debate for decades: Should one use actively managed funds or passive index funds (the vast majority of ETFs are index funds)? Both sides have made fair arguments over the years, but in the end, most advisors and individual investors fall on one side of the fence or the other. It is no secret that I started out as a vehement active management guy, but time has taught [...]
This past week was a rocky week that ended in a sharp selloff over Thursday and Friday. The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very notable event this past week was the fall of the last safe haven - the Swiss Franc. The Swiss National bank (SNB) has done its very best to avoid devaluing their currency while all other currencies are in a race [...]
Need FREE financial advice? I’m reserving Tuesday mornings from 9:30 - 11:30 for anyone with financial questions (investments, insurance, debt reduction, etc.). Come meet me at Starbucks on 119th & Glenwood in Overland Park to receive a free drink and free advice! If you'd like to ensure your spot for an exact time, please call 913.693.7918. Otherwise, feel free to stop in at your convenience. cabelas chief financial John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, [...]
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, I always read what other people post and was curious to see how valid their information was as soon as I read the eye-catching title. Below is my un-biased, expert opinion of the article and the investments they discussed: #1 [...]
I recently came across an article in the Wall Street Journal written by Burton Malkiel titled ‘Buy and Hold’ Is Still a Winner. If you’d like to read the article, it comes right up when you Google-it. The title of the article caught my attention for obvious reasons - Chladek Wealth Investment Strategy: The Numbers Don’t Lie. However, when reading the entire article, there are actually more points that Mr. Malkiel and I agree on [...]