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Quarterly Client Update Q4

Bears finally come out of Hibernation To say 2018 was a challenging year would be an understatement. The S&P 500 experienced two 10% corrections, the second of which barreled straight into bear market territory (drawdown greater than 20%). This erased the 7.71%...

Market Volatility

Chris Osmond from our Overland Park office shares his tips about market volatility. Rewind three weeks ago to the end of the quarter where the S&P 500 and Dow Jones Industrial Average (DJIA) were up 7.71% and 9.63%, respectively.  Now fast forward to yesterday,...

Three Tax Savings Strategies to Consider Before Year End

Matt Waters from our Denver office shares his tips for getting a head start on 2019. Even though 2018 is drawing to a close and our focus is turning to the holidays and planning for the New Year, there is still time to save yourself some of your hard-earned money when...

Compound Interest

Micah Schmidt from our Overland Park office shares his tips for getting a head start on 2019. Many people have heard that Albert Einstein referred to compound interest as the most powerful force in the universe. If I were to be so bold, I would suggest that compound...

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