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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 [...]
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 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 [...]
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 [...]
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 [...]
Book a 10 Minute Phone Call Looking for help tuning out the noise? Book a 10 minute call to see how a TRPG advisor can help!
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that [...]
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 looking over a few options, you select the one with the word “preservation” in the description. Why? Well, it says “preservation” and, with the market near all-time highs, you want to [...]
For many of us, the New Year brings about time for both reflection and thoughts of the future. As 2017 is now in the books, we’d like to take the opportunity to share some insight into how we viewed the year from an investment standpoint, and share some thoughts for 2018. It was a record [...]
Unless you're already wealthy, retirement planning does not begin with retirement planning. That may sound like an odd thing for our firm, The Retirement Planning Group (TRPG) — headquartered in Overland Park, KS and 12 miles south of Kansas City — but the reality is that financial planning and everything it encompasses must be addressed [...]
The Federal Reserve recently announced another increase in short-term interest rates—its third federal interest rate hike this year. It was a move that was expected by most economists and market participants. While the larger impact on the economy may take time to play out, there are a couple areas where it could affect people more [...]
November 2017 Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, you’ll likely ask yourself some of the following questions at some point on your investment journey. While this is not intended to be an exhaustive list, we hope to [...]
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