This Rare Credit Expires April 16th, 2012 Have you been considering making a change with your IRA? Or do you have an old employer retirement plan just sitting around that you could rollover into an…
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KS Tax Credit and Investment Opportunity
Unhappy with your 2011 tax bill? Tax credits can be extremely beneficial to taxpayers who are phased-out of other potential deductions due to their income level. Tax credits are also more beneficial than tax deductions…
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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…
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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…
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Current Environment – CWM Investment Outlook for 2012
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…
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