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 – June 6, 2025
Quick Takes A solid May Employment Situation Report and positive developments on the trade front helped push the S&P...
Weekly Market Update – May 30, 2025
Quick Takes Most major stock and bond indexes managed to rebound from the prior week’s pullback. Better than expected...
Weekly Market Update – May 23, 2025
Quick Takes U.S. stocks retreated last week, following the prior week’s best showing of the year. The S&P 500 dropped...
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...
How Emotional Investing Impacts Your Returns
When markets swing, it's natural to feel like your stomach's dropped with them. Whether it's a sudden dip or soaring high,...
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...
Long-Term Care: What It Is, Who Pays for It, and Why It Matters
When people hear the term "long-term care," many picture a nursing home in the distant future. But the reality is much...
What a Financial Planner Actually Helps With
There's no single moment when you suddenly 'need' a financial planner. But over time, as your life becomes more complex,...
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...
Is Your Investment Risk Tolerance in Sync With Your Goals?
Imagine driving without speed limits. Would you hit 90 on the highway? Or coast along safely at 60? Investing works the...
Why It’s So Important to Monitor Your Investments Regularly
Once you've built your investment portfolio, it's tempting to just "set it and forget it." And while long-term discipline...
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