Tax Filing Errors to Avoid

2017-02-01T00:13:29+00:00February 1, 2017|Blog, Taxes|

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 completing your return, we want to provide a reminder of common filing errors to look out for. Whether you hire [...]

A Quiet Week Ends With Indexes Up

2016-10-24T18:45:11+00:00October 24, 2016|Market Commentary|

Weekly Update – October 24, 2016 After a two-week losing streak, U.S. indexes ended in positive territory across the board. The S&P 500 increased by 0.38%, the Dow was up 0.04%, and the NASDAQ gained 0.83%. The MSCI EAFE, a measure of international developed nations’ performance, increased 0.93%. Of course, seeing positive weekly results is always good, but right now, the general market sentiment seems unsure about where it stands and where to go from [...]

Special Quarterly Update: Stocks See Strong Gains in Q3

2016-10-10T18:52:38+00:00October 10, 2016|Market Commentary|

Weekly Update – October 10, 2016 After a volatile September, stocks ended the third quarter of 2016 resoundingly in the black. In the third quarter, the S&P 500 gained 3.31%, the Dow grew 2.11%, the NASDAQ added 9.69%, and the MSCI EAFE gained 5.80%. What drove markets in Q3? After pulling back in late June after Britain’s surprise vote to exit the European Union, markets recovered quickly in the early days of the third quarter. [...]

Global Indicators Remain Weak: October Market Commentary

2012-10-04T13:27:56+00:00October 4, 2012|Market Commentary|

For the month of September, the Dow Jones Industrial Average rose 2.65%, the Nasdaq Composite rose 1.61%, and the S&P 500 rose 2.42%, all for their fourth consecutive monthly advance. At this point, we think the potential for substantial gains in the markets are at a high point until some of the structural issues facing the global economy are truly addressed versus being papered over or jawboned.  We continue to monitor the technical indicators and [...]

Market Commentary: Week Ending 03-23-12

2012-03-26T18:45:35+00:00March 26, 2012|Market Commentary|

This past week saw weakness in stocks mostly driven by realizations that both the European economy and Chinese economy are both slowing down. The embarrassing story of the week was the attempt to take BATS Global Markets (headquarters in Lenexa, KS) into an initial public offering (IPO). BATS, which stands for Better Alternative Trading System, runs two exchanges that collectively rank third in terms of U.S. share trading, behind the New York Stock Exchange and [...]

Top 3 Investment Myths

2012-02-10T13:00:41+00:00February 10, 2012|Blog, Investments|

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 [...]

Chores and Allowances: My Favorite Strategies

2012-02-10T12:58:24+00:00February 10, 2012|Blog, Family Financial Information|

Guest Blog Post - Angie Chladek Our oldest daughter, Olivia, is 3 years-old, fiercely independent, and my biggest “helper.”  As such, I’ve been researching lots of different approaches for chores and allowances to see what fits with our financial and parenting philosophies. I wanted to publish this information in a format that would be useful to our readers because so often, when you read something, it’s from just one person, touting one specific approach.  As [...]

How to Set Your Financial Priorities

2012-01-08T15:57:43+00:00January 8, 2012|Blog, General Financial Planning|

In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning.  As we always strive to “be better” than we were last year, I thought it would be helpful to re-visit this idea as a way to help you prioritize your financial tasks.  In his book, Mr. Covey uses the graphic below to categorize all activities [...]

Are you part of the 58% not receiving 401(k) advice?

2011-12-13T00:41:56+00:00December 13, 2011|Blog, Investments|

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 [...]

Market Commentary: Week Ending 11-11-11

2011-11-14T18:18:18+00:00November 14, 2011|Market Commentary|

Markets registered what appeared to be a relatively tame week; Friday saw a melt up in stocks.  I would attribute most of the melt up in stocks to the bond market being closed for Veterans Day.  The last time we had bond markets closed (October 10th), we saw a very similar occurrence of the market rising sharply in the absence of bond trading. Speaking of Veterans Day - From an Army brat to the many [...]

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