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 [...]

February 1st, 2017|

A Quiet Week Ends With Indexes Up

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 [...]

October 24th, 2016|

Special Quarterly Update: Stocks See Strong Gains in Q3

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 [...]

October 10th, 2016|

Global Indicators Remain Weak: October 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 [...]

October 4th, 2012|

Market Commentary: Week Ending 03-23-12

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, [...]

March 26th, 2012|

Top 3 Investment Myths

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 [...]

February 10th, 2012|

Chores and Allowances: My Favorite Strategies

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 [...]

February 10th, 2012|

How to Set Your Financial Priorities

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 [...]

January 8th, 2012|

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

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 [...]

December 13th, 2011|

Market Commentary: Week Ending 11-11-11

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 [...]

November 14th, 2011|