Investing Tips
Our investment content was created to help provide resources and tools to help you become an informed investor.
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
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 [...]
Tuning Out the Noise
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 Emotional Roller Coaster of Investing
“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 [...]
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 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 [...]
After a Record Year for Stocks, What Should Investors Do in 2018?
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 [...]
Creating the Desired Financial Future With Financial and Investment Planning
[ultimate_modal modal_contain="ult-vimeo" modal_on="image" btn_img="id^21319|url^https://planningretirements.com/wp-content/uploads/2014/04/video-template.jpg|caption^Financial planning|alt^Financial planning|title^video-template|description^Financial planning" modal_size="medium" overlay_bg_opacity="80" css_modal_box=".vc_custom_1507821777280{margin-top: 35px !important;}"][/ultimate_modal] Retirement Reality Check A free, no-hassle, quick 10 minute call See how prepared you are Learn about the process to get on track Learn how retirement has changed Schedule an appointment Unless you're already wealthy, retirement planning does not begin with retirement planning. [...]
How the Federal Interest Rate Hike Could Impact You
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 [...]
Key Questions for the Long-Term Investor
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 [...]
Kansas City Investment Firms
[ultimate_modal modal_contain="ult-vimeo" modal_on="image" btn_img="id^21319|url^https://planningretirements.com/wp-content/uploads/2014/04/video-template.jpg|caption^Financial planning|alt^Financial planning|title^video-template|description^Financial planning" modal_size="medium" overlay_bg_opacity="80" css_modal_box=".vc_custom_1507821777280{margin-top: 35px !important;}"][/ultimate_modal] Retirement Reality Check A free, no-hassle, quick 10 minute call See how prepared you are Learn about the process to get on track Learn how retirement has changed Schedule an appointment You’ve worked for decades and have begun to accumulate a pretty sizable [...]
Can You Tolerate the Speed at Which Your Investments Have You Going?
Imagine a world where there were no speed limits. How fast would you go? I’m sure there are certain situations where you might be inclined to push your limits, like if you are running late to an appointment or are especially anxious to get to your destination. Beyond that, for everyday travel, would you be [...]
The Importance of Portfolio Monitoring
A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating area where an old tree stump had been. I wanted to have rocking chairs around the fire pit, so I decided to use stone pavers for six designated spaces. After clearing and prepping the ground, [...]
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