Planning for Change in the Market

Planning for Change in the Market

After what seemed like the longest winter ever, spring has finally arrived here in the Midwest. Temperatures are pleasant, the days are longer, grass is green again and baseball games are in full swing. It wasn’t long ago that it felt like winter would never end, but that feeling is quickly becoming a distant memory. [...]
Success In The Market Is Rarely Pain Free

Success In The Market Is Rarely Pain Free

The last few months of football here in Kansas City have been among the most entertaining I can remember. While the Chiefs didn’t advance to claim the ultimate prize, in the end, this season was mostly a success, despite the pain of the recent playoff loss. The loss was largely overshadowed by the historic numbers [...]
Q3 Market Recap

Q3 Market Recap

In contrast to last year, when almost all types of investments moved up together, this year has brought more volatility and a wider difference in performance. These are times when it becomes even more important to remain fully diversified, to participate in areas of the market that are doing well, and avoid holding too much [...]
Always Tell Me the Odds

Always Tell Me the Odds

Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest release—Solo: A Star Wars Story. Even people who aren’t a [...]
The Importance of Simple Enjoyments

The Importance of Simple Enjoyments

One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop 100 years earlier as a 13-year-old! The part about her story I particularly enjoy is [...]
Planning for vacation? Don’t forget Estate Planning

Planning for vacation? Don’t forget Estate Planning

Ahhh … vacation. Most of us work hard all year and look forward to getting away for a few days to unwind. To make the most of this down time, we take steps to alleviate our worries while we’re gone: We turn on our “out of office” assistant, put a hold on our mail, board [...]
Is Travel in Your Future?

Is Travel in Your Future?

Many people take time in their retirement years to indulge in travel If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make your trip a reality. While the Internet provides a wealth of information, it does not work to keep you on budget or [...]
Recent Market Volatility

Recent Market Volatility

As the first quarter of 2018 comes to a close, stock market volatility has come back into focus. There are many ways to quantify this, but one particular number of note is the number of days in which stocks move either up or down by at least 2% in a single trading day. It certainly [...]