January 2017 Educational Economic Update – Kansas City Fee Only Financial Planner

In this month’s update, we’ll discuss some of the major headlines that influenced markets in December — and provide insight in to what these developments could mean for you as an investor. In the final trading days of 2016, the market rally we’ve seen since the presidential election calmed, as all three major indexes posted [...]

January 12th, 2017|

New Whitepaper: 2017 Tax Planning

We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today [...]

January 11th, 2017|

17 Financial Resolutions for 2017

With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s [...]

January 5th, 2017|

Slow, But Positive, Trading Week

Weekly Update – December 27, 2016 In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays. Nonetheless, all three major domestic indexes ended the week in positive territory. The S&P 500 was up 0.25%, the Dow gained 0.46%, and the NASDAQ added [...]

December 27th, 2016|

Stocks Down but Long-Term View Up

Weekly Update – November 7, 2016 I will get to the Market Commentary in a bit, but first: We owe all of you and big "Thank You!" We celebrated 7 years of business this past Friday, November 4th. We continue to be grateful for the trust you place in us and we renew our commitment [...]

November 7th, 2016|

After Summer Slumber, Volatility is Back

Weekly Update – September 19, 2016 Volatility picked up last week due to pressures from lower oil prices and speculation about the timing of the Federal Reserve’s next rate hike. This summer has been historically calm for markets, leading markets to trade without big intraday gains or losses. However, Friday broke that streak, possibly ushering [...]

September 19th, 2016|

NASDAQ Posts Eighth Week of Gains

Weekly Update – August 22, 2016 The S&P 500 and Dow ended last week slightly lower, but the NASDAQ posted an eighth straight week of gains for the first time since 2010. For the week, the S&P 500 lost 0.01%, the Dow fell 0.13%, the NASDAQ gained 0.10%, and the MSCI EAFE lost 0.64%. What [...]

August 22nd, 2016|

S&P 500, Dow, and NASDAQ Post New Record Highs

Weekly Update – August 15, 2016 Stocks ended last week mostly flat, falling slightly on Friday after the major U.S. indexes set new record highs on Thursday on positive earnings surprises. The NASDAQ also notched a seventh week of gains, its longest winning streak since 2012. For the week, the S&P 500 gained 0.05%, the [...]

August 15th, 2016|

5 Estate Planning Questions to Ask About Real Estate

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable [...]

August 7th, 2016|

S&P Tests New High on Jobs Surge

Weekly Update – July 11, 2016 Markets surged last week after a surprising June jobs report buoyed investor sentiment. The S&P 500 came within a hair of a new record close on the news. For the week, the S&P 500 grew 1.28%, the Dow gained 1.10%, the NASDAQ added 1.94%, and the MSCI EAFE fell [...]

July 11th, 2016|