July Market Commentary – Kansas City Financial Planner

The U.S. markets have steadily risen the past 3 months, continuing to ignore the old “Sell in May” adage. The economic data, leading indicators, and technical indicators have all strengthened, which has resulted in our continued bullish but cautious stance. Adding to our bullish stance is that one leading indicator we monitor is particularly close [...]

July 17th, 2014|

Kansas City Financial Planner: Summer 2014 Market Outlook

  The S&P 500 closed above 1,900 for the first time ever last month, and continues to reach new highs. We are currently in the 4th longest bull market over the past 85 years, as it’s been over 5 years (March 9, 2009) since the last bear market ended. Currently, our research is still showing [...]

June 4th, 2014|

New Kansas City Fee Only Financial Planning Service

Do you know why I'm in this business? It's not because I love wearing a sport coat.  It's because I really enjoy watching my clients succeed and feel the financial peace-of-mind they (we all) deserve.  And, truthfully, with the right tools and guidance, this is within reach for you, as well. I have taken a [...]

May 22nd, 2014|

Market Commentary: Sideways but Crazy

If you looked only at the starting and ending value of the markets for the first quarter in 2014, you might assume that it was a calm 3-months that consisted of sideways movement, and in the end provided a small positive return; the S&P 500 gained 1.3% in the first quarter as it reached a [...]

April 15th, 2014|

Easy Steps for Financial Spring Cleaning

Every year, as April quickly approaches, I start to hear these types of comments from people: “I received a bunch of paperwork, but I still need to sort through it to file taxes,” or even more frightening: “I’m not sure I even know where my financial documents are.”  This time of year, we all think [...]

April 15th, 2014|

2014: Where are we headed?

This past year taught me that the investment markets can stay irrational way longer than many would have imagined; you’d be hard pressed to find any analyst or market pundit who predicted double-digit returns for 2013. The reality is that the markets were driven all year by government/central bank intervention across the globe, which is [...]

January 22nd, 2014|

Weekly Market Recap – December 6, 2013

The U.S. economic data pipeline was full this week, offering a handful of data releases. The majority of releases were ahead of consensus expectations, affirming the U.S. economy held its own during the government shutdown and beyond. Non-farm payroll report was the main highlight, delivering a second month of job growth above 200k. The ISM [...]

December 6th, 2013|

Kansas City December Family Events

Hi there-- yes, everyone is bombarding you with "Save Big!" and "Buy Now!" but please, for the love of your bank account, stick to your budget. Don't go nuts just because it's Christmas. For Angie and I, our largest expenditure is on our kids. We have picked out a few gifts, determined a budget, and [...]

December 2nd, 2013|

Weekly Market Recap – November 29, 2013

Over the next few months, decisions made in Washington will play an outsized role in the outlook for financial markets and the U.S. economy. On Capitol Hill, the House-Senate budget conference committee is in negotiations on a deal to fund the government and reduce automatic spending cuts. A few blocks away, the Federal Reserve is [...]

November 29th, 2013|

Black Friday Deal Sites 2013

I like to post Black Friday Deals because we ourselves are looking to see if the gifts we've picked for our kiddos are on sale. Check out the search feature on this site-- type the item you want and voila! http://www.pennypinchinmom.com/black-friday-apparel-deals-database/ Penny Pinchin' mom is a local Kansas City blogger who we feel is trustworthy [...]

November 28th, 2013|