Kansas State Tax Credit

I’m always looking into different tax saving strategies for my clients, and recently came across an opportunity that may be useful to some of you.  Are you someone who could benefit from Kansas State Tax credits while being charitable at the same time?  If so, check out this opportunity with Donnelly College, located in Kansas [...]

December 13th, 2011|

Market Commentary: Week Ending 12-02-11

I hope everyone had a safe and Happy Thanksgiving, and that you have finally recovered from all the food!  I’m sending this week’s market commentary from sunny Orlando.  I was asked by the CFP Board to serve as a Subject Matter Expert to assist in determining the cut score for the upcoming CFP exam in [...]

December 6th, 2011|

Market Commentary: Week Ending 11-11-11

Markets registered what appeared to be a relatively tame week; Friday saw a melt up in stocks.  I would attribute most of the melt up in stocks to the bond market being closed for Veterans Day.  The last time we had bond markets closed (October 10th), we saw a very similar occurrence of the market [...]

November 14th, 2011|

Happy 2nd Anniversary, CWM!

Dear Esteemed Clients and Friends, We hope this letter finds you well and experiencing the financial peace of mind you deserve.  On Friday, November 4th, CWM celebrated our second year in business.  We want to take a moment to extend our sincere gratitude to you for your support and trust over the past two years.  [...]

November 9th, 2011|

Dave’s Take on Occupy Wall Street

Angie and I feel extremely blessed to be living the American entrepreneurial dream.  We have a shared vision, and are doing whatever it takes both personally and professionally to meet the financial needs of our clients.  The past several weeks of news regarding “Occupy Wall Street” have really concerned me on several different levels – [...]

November 7th, 2011|

Market Commentary: Week Ending 11-04-11

What makes the money world go around? Confidence and trust makes the money world go around.  The market tension, and eventual rout in 2007-2008, had very much to do with a breakdown in confidence and trust.  The global banking system is dependent upon banks working with one another.  This cooperation between banks is one way [...]

November 7th, 2011|

Market Commentary: Week Ending 10-28-11

Meteoric Melt Up This past Thursday we saw a huge melt-up in the market on the news that Europe will try to solve their debt problems with more debt.  To make matters worse, the headlines all declared that European banks were agreeing to a 50% haircut on their Greek bond holdings.  A haircut is where [...]

October 31st, 2011|

Market Commentary: 10-21-2011

In the last few weeks I have been studying the markets and reading an unimaginable amount of news from all over the globe.  In my estimation, the recent stock market bounce (that started on 10/5/2011) has been a result of three things: Until recently, the number of people betting against the market (short interest) was [...]

October 24th, 2011|

Market Commentary: 10-14-2011

We saw a major jump in the markets this past week.  The two big stories were the start of earnings season, and Europe.  In earnings news, Alcoa and JP Morgan Chase both disappointed.  However, Google reported far better-than-expected as a result of increasing demand for its search engine platform.  Stocks also rose on positive news [...]

October 15th, 2011|

Active or Passive?

Just the facts… This has been the raging debate for decades: Should one use actively managed funds or passive index funds (the vast majority of ETFs are index funds)?  Both sides have made fair arguments over the years, but in the end, most advisors and individual investors fall on one side of the fence or [...]

October 11th, 2011|