2013 Changes: Exciting News!

2013-01-08T02:48:10+00:00January 8, 2013|Uncategorized|

The calendar change to 2013 is bringing many exciting changes to Chladek Wealth Management!  One upcoming change is business-related, while the other is on a more personal note. On the business-side, our clients will be receiving what we hope they find to be a new and improved performance report when their 2012 4th quarter reports are delivered this month.  Due to the growth of CWM, we have purchased a new performance reporting software that will [...]

Halloween: Bargains for your Ghosts and Goblins

2012-10-04T13:23:48+00:00October 4, 2012|Blog, Family Financial Information|

Guest Blog Post by Angie Chladek I find costumes/Halloween to be totally daunting.   This year, in addition to the creative piece being difficult for me, the costumes seem a little too “grown-up” for our four-year-old daughter.  I’ve done a lot of looking at all the outlets listed below, and you’ll see what I opted to do.  As far as candy is concerned, my parents did something I thought was always smart:  They tallied the number [...]

Investment Strategy Video

2012-08-08T16:13:37+00:00August 8, 2012|Blog, Investments|

[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=&notes=" 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.

Last Chance to Receive $100

2012-04-05T00:53:23+00:00April 5, 2012|Blog, Investments|

Don’t miss your last chance!  Rollover your IRA (or an old 401k/403b/457) to Scottrade by April 16th and receive $100.1 In addition, Scottrade will reimburse you for any transfer fees up to $100 that your current custodian charges you for transferring your account.2  Below are additional details to see if you qualify for this bonus. 1 – Cash bonus applies only to IRA rollovers of $15,000 or more with accounts opened prior to April 16, [...]

Argument for Precious Metals

2012-04-05T00:51:03+00:00April 5, 2012|Blog, Investments|

Below is a point and figure chart. Point and figure charts were how stock market analysts looked at securities in the late 1800s through the 1940s versus the typical charts that we are used to seeing today. Today’s charts are time and value-based, where point and figures are looking at the direction. To get a sense of time, you can refer to the bottom of the chart and see the two digit year. Months are [...]

Do You Qualify for FREE Money?

2012-03-07T15:58:23+00:00March 7, 2012|Blog|

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 IRA?  Well, here’s one more reason to consider Chladek Wealth Management.  If you rollover an IRA or 401k/403b/457 to Scottrade by April 16th, Scottrade will apply a $100 cash bonus to your account.1  In addition, Scottrade will reimburse you for [...]

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 [...]

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 [...]

Current Environment – CWM Investment Outlook for 2012

2012-01-08T15:44:55+00:00January 8, 2012|Blog, Investments|

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 – [...]

We’re Moving!

2011-12-13T19:29:28+00:00December 13, 2011|Blog|

After a rigorous search, we have found a new office building that will not only meet our needs today, but allow us the flexibility to hire additional staff as our growth continues. We will move into our new office on January 1st, which is located at 4745 West 136th St., Ste. 90, Leawood, KS, 66224 (Southwest corner of 135thand Roe). Our phone number is owned by our current landlord, so we will be switching to [...]

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