Tax Loss Selling

Tax Loss Selling

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you're over age 55, an investor, and [...]
Market Update, April 29th, 2020

Market Update, April 29th, 2020

As we mark roughly two months since the coronavirus pandemic began to sweep the globe, we wanted to provide an update on our investment activity and thoughts going forward. Coming into the year, we recognized that although the U.S. and other economies were in pretty good shape, we were likely entering a later stage of [...]
Repairing Your Investment Portfolio Amid COVID-19

Repairing Your Investment Portfolio Amid COVID-19

 Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That's why we created this 3-minute video about how rebalancing your investment portfolio can help repair some of the damage from the COVID-19 pandemic.   Video Transcription: Hey, Kansas City, my [...]
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 [...]
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 [...]