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Mayday

With so much uncertainty and speculation surrounding the markets; a trade war on the horizon; with more than $10 trillion worth of bonds globally at a negative yield; and the prospect of a market crash, volatility comes as no surprise. Making extreme changes to...

A Sell in May Q and A

Q&A Spring has always been one of my favorite seasons, and after a particularly cold and long winter, I've been especially excited for Spring this year. However, being in the investment industry, there is one aspect of the season that always pesters me. Usually,...

April Fool’s Gold

April Fool’s Gold The allure of gold has been around for centuries dating back to Ancient Egypt, the Roman Empire, gold rushes and the more recent gold boom of the 2000’s. Gold provides a sense of security for many investors, with the idea that possessing this asset...

Featuring Brandon Lee

Meet Brandon Lee! Brandon is a financial advisor that specializes in retirement income planning and 401(k) services in our Springfield, MO office. He admits that this is the only career he could ever see himself doing, as he has had a passion for personal finance ever...

Quarterly Update

The name of the game - PiVot Rewind to December 24, when the S&P 500 had bottomed, falling 17.64% for the fourth quarter. The Federal Reserve had informed investors they were not done raising rates, and were expecting to raise rates at least twice over the course...

Elevate the Expertise

Elevate the expertise Make sure your financial advisor is involved early in estate planning Let’s face it, estate planning is complicated. Most of us don’t have the time or expertise to fully understand the intricacies of ensuring that your wishes for your estate are...

March Madness: Something to Invest In

March Madness: Something to Invest In My favorite time of year has finally arrived as golf courses turn green and college basketball kicks into full throttle. As a University of Arizona alum and die hard Wildcat fan, I am obsessed with college basketball. Forget...

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%...

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