800-493-6226 [email protected]

Love & Investments

Love & Investments The month of February arrives, and thoughts of relationships, passion, and love are inevitable. My wife and daughter are the loves of my life, and as I think about other passions outside of my family, there are none greater than my career –...

New Irresolutions

New Irresolutions This is your year. After all, 2019 is the year to accomplish the goals of 2018, which you should have done in 2017, because you planned them in 2016. Sound familiar?! Irresolution is the opposite of a new year’s resolution; it is a lack of...

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...