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 [...]
State Tax Deadlines

State Tax Deadlines

While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st quarter estimated payment due date to July 15th (coinciding with the [...]
TRPG Digital Event: Coronavirus and Market Volatility

TRPG Digital Event: Coronavirus and Market Volatility

On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors. During the event we discussed: The “human element” to investing The overall health of the financial system Coronavirus and other unprecedented events Temptations to avoid or actions investors should take going forward *This post was originally [...]
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. [...]
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 [...]