Market Commentary: Week Ending 8/12/2011

We are lucky this week turned out mildly down.  The return of volatility is pretty well entrenched in the market at the moment and that is not a good thing.  The news that pushed the markets all over the map for the last few weeks is liquidity tightening up across Europe.  At the heart of [...]

August 14th, 2011|

What’s the DEAL with Trader Joe’s?

My wife and I have been shopping almost exclusively at Trader Joe’s since they opened2 locations in Kansas City.  If you read my blog often, you know that we are deal seekers.  However, we’ve also been looking at what our family eats lately in regards to the deals we’re getting.  In other words, healthy, non-processed [...]

August 10th, 2011|

Top 3 Financial Pitfalls

I started my firm because I wanted to spend my days making and saving money for other people.  I believe that those two aspects of financial planning are the key to what I do.  For this reason, I just cringe when I analyze a potential client’s financial situation and discover that they are unnecessarily losing [...]

August 10th, 2011|

How have our clients avoided the recent stock market losses?

The markets have certainly been frightening over the past couple weeks.  As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday.  Several of you have spoken of friends and relatives who are anxious about their current advisors strategy (and likely for good [...]

August 10th, 2011|

Market Commentary: Week Ending 8/05/2011

It was not a great week to have a baby and be an investment advisor!  Luckily, the hospital had WiFi and Fox Business on the TV.  I was able to welcome our family’s newest addition, Alexis Karen, on Tuesday.  In addition, I sold the remaining investments in my client’s portfolios as their prices dropped below [...]

August 8th, 2011|

Market Commentary: Week Ending 7/22/2011

Global markets got a burst of energy this past week from the prospects of relief to the extreme stress in Europe.  It is likely we will see some agreement from our fearful leaders on the debt ceiling debate in the very near future, which will likely be greeted with some short-term market upturn.  I believe any [...]

July 25th, 2011|

Market Commentary: Week Ending 7/15/2011

It was almost a good week.  The market slid into Wednesday, and then got a pop from the Federal Reserve.  On Wednesday, Federal Reserve Chairman Ben Bernanke was testifying before Congress and indicated that the door on additional stimulus, via bond purchases, was still open.  The stock market briefly took off on this news, but [...]

July 18th, 2011|

Response to MSN/Barron’s Article: Investments for Generating Income

MSN posted an article today on their homepage from Barron's titled, "Investments for Generating Income."  The article discussed investments they recommend based on how best to generate income in this economy.  As a fee-only investment advisor, I always read what other people post and was curious to see how valid their information was as soon as [...]

July 14th, 2011|

Should You Refinance? Low Rates Aren’t Necessarily A Green Light

There is a lot of hype about refinancing your mortgage and you’ll often hear statements like, “Rates have never been lower!”  The truth is, interest rates are low right now (and Ben Bernanke stated in late June that he expects they’ll stay low for a while). However, even when they’re at their lowest, refinancing depends [...]

July 12th, 2011|

Be Debt Free

My wife often says, “I love a little hardship; I’d recommend it to anyone!”  She doesn’t say this with blind optimism - she has experienced living meagerly (after living well for most of her life), and believes (as I do) that we are better people and that we have a stronger marriage because of all [...]

July 12th, 2011|