Explore our Blogs and Market Updates
Stay in the know with our timely blog content covering everything from finding the right wealth manager to important IRS tax updates! Our Weekly and Monthly Market updates will keep you up to date on economic market trends.
Recent Market Updates
Weekly Market Update – February 21, 2025
Quick Takes U.S. stocks started the week off strong, with the S&P 500 Index notching its second and third all-time...
Weekly Market Update – February 14, 2025
Quick Takes More tariff talk and hotter-than-expected inflation data couldn’t keep stocks and bonds from rising. The U.S....
Weekly Market Update – February 7, 2025
Quick Takes In a busy week of economic and corporate earnings reports the U.S. benchmark S&P 500 Index slipped -0.2%....
Additional Content
A Solid Home Needs a Solid Foundation
No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It...
Do you want a quarter inch drill bit or a quarter inch hole?
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few...
6 Steps to Becoming Financially Organized
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them...
The Neglected HSA
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look...
The Emotional Roller Coaster of Investing
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There...
The Worst Way to Pick a Mutual Fund is Often the Most Popular
It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after...
6 Factors That Affect a Financial Advisor Kansas City Salary
How much does a financial advisor in Kansas City, Missouri, make? The short answer is a pretty good living! The average...
Understanding Long-Term Care
When you think of the term long-term care, you probably think about nursing homes. In reality, long-term care doesn’t have...
How a Financial Planner can Help You
Given the complexity of retirement and estate planning, most people will at some time in their life require the services of...
Are You Getting All of Your Social Security Benefits?
Social Security is the commonly used term for the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. The...
The Importance of Portfolio Monitoring
A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating...
How to find a good financial advisor?
In the world of financial services, there are a lot of options outs there. The challenging part is know exactly what...
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