Investment Strategy Video

[embedplusvideo height="344" width="560" standard="http://www.youtube.com/v/P7Y8HchniH4?fs=1" vars="ytid=P7Y8HchniH4&width=450&height=281&start=&stop=&rs=w&hd=0&react=0&chapters=&notes=" id="ep2313" /] John discusses how our unique, time-tested, research-based investment strategy can benefit you.  To learn more about our strategy, click here.  Call us today at 913.402.6099 to schedule your free consultation.

August 8th, 2012|

Market Commentary: July 2012

This past month the Dow experienced its best June gain since 1997, and the S&P 500 and Nasdaq had their best June since 1999 and 2000, respectively.  Did it seem like a strong economic month to you?  Probably not since the underlying global economic fundamentals are still weak, and continue to weaken.  However, the weakening [...]

July 8th, 2012|

Re-Post: Ten Ways to Teach Children About Money

A few years back, I found this fabulous blog by Alison Van Dyke, and each time I read it I'm reminded how current the ideas still are today.  She was a fee-only financial planner in San Francisco who worked specifically with new parents.  The ideas she posted are easy, fun, and best of all- help [...]

July 3rd, 2012|

Monthly Market Update: June 2012

There’s a popular stock market adage that says “Sell in May and go away,” due to the belief that the months of November-April have significantly stronger growth on average than the months of May-October.  This May sure didn’t do anything to disprove that theory.  The past month was arguably the worst the markets have seen [...]

June 11th, 2012|

Market Commentary: May 2012

Despite a strong last week to the month, April marked the first loss for the S&P 500 since last November. The S&P 500 lost 0.75%, though it was down as much as 4% earlier in the month.  Recent economic data suggests that the U.S. economy may be slowing, and Spain has officially entered a recession [...]

May 2nd, 2012|

Last Chance to Receive $100

Don’t miss your last chance!  Rollover your IRA (or an old 401k/403b/457) to Scottrade by April 16th and receive $100.1 In addition, Scottrade will reimburse you for any transfer fees up to $100 that your current custodian charges you for transferring your account.2  Below are additional details to see if you qualify for this bonus. [...]

April 5th, 2012|

Argument for Precious Metals

Below is a point and figure chart. Point and figure charts were how stock market analysts looked at securities in the late 1800s through the 1940s versus the typical charts that we are used to seeing today. Today’s charts are time and value-based, where point and figures are looking at the direction. To get a [...]

April 5th, 2012|

Market Commentary: Week Ending 03-30-12

This will be CWM’s last weekly market commentary as we are changing our communication strategy.  Going forward, we will be sending a monthly market commentary, as well as a quarterly financial planning newsletter.  For all of our clients that have questions or concerns about the markets, feel free to give us a call or send [...]

April 2nd, 2012|

Market Commentary: Week Ending 03-23-12

This past week saw weakness in stocks mostly driven by realizations that both the European economy and Chinese economy are both slowing down. The embarrassing story of the week was the attempt to take BATS Global Markets (headquarters in Lenexa, KS) into an initial public offering (IPO). BATS, which stands for Better Alternative Trading System, [...]

March 26th, 2012|

Market Commentary: Week Ending 03-16-12

The global markets saw big gains for the week. With the current gyrations in the markets, I thought I’d share my perspective on my current stance. Buy Low The US stock market has put in a nice run since October 2011. But, most of the gains, undeniably, have come along in a period where the [...]

March 19th, 2012|