Ten Steps to 401(k) Success

The 401(k) plan is becoming the single largest source of retirement savings for a majority of American workers. According to the Society of Professional Administrators and Recordkeepers (SPARK), over 55 million people participate in 401(k) plans. If you participate in a 401(k) plan, the good news is that you have more control over your retirement [...]

July 27th, 2016|

5 Brexit Takeaways for U.S. Investors

Great Britain shocked the world by voting to exit the European Union (EU) on June 23rd. This ‘Brexit’ is unprecedented, and the anxiety around what happens next is stoking volatility in global financial markets. Here are five guidelines to help U.S. investors chart a course through the uncertainty: 1. MARKETS OFTEN OVERREACT TO HEADLINES. In [...]

June 28th, 2016|

Dow, S&P 500 Post Best Week Since March

Weekly Update – May 31, 2016 Stocks ended a solid week on a high note ahead of the Memorial Day weekend after statements by Federal Reserve officials boosted expectations of a rate hike this summer. For the week, the S&P 500 gained 2.28%, the Dow rose 2.13%, the NASDAQ increased 3.44%, and the MSCI EAFE [...]

May 31st, 2016|

We’ve Moved!

In an effort to support our growing firm's current and future needs, we have moved to a larger office in nearby Southcreek Office Park. Our new address is: 12900 Metcalf Ave., Ste. 210 Overland Park, KS 66213 Please be assured that in spite of the growth we are experiencing, our first commitment is always to our [...]

April 17th, 2016|

Special Quarterly Update: Roller Coaster Q1 Ends Mixed

Weekly Update – April 4, 2016 After a rocky start to the year, most stocks ended the first quarter slightly higher, which is remarkable considering the negative sentiment that caused stocks to selloff in the early weeks of 2016. For the quarter, the S&P 500 gained 0.77%, the Dow grew 1.49%, and the NASDAQ fell [...]

April 4th, 2016|

Q4 GDP Revised Upward by Strong Consumer Spending

Weekly Update – March 28, 2016 Stocks ended the holiday-shortened week down, snapping their five-week winning streak. However, losses were mild amid low trading volume before the Easter weekend. For the week, the S&P 500 lost 0.67%, the Dow fell 0.49%, and the NASDAQ dropped 0.46%. Last week’s economic calendar was highlighted by the third [...]

March 28th, 2016|

Simple Tips to Make Tax Time Less Taxing

Tax time! Are we having fun yet? I'm teasing, of course... Even I don't like filing taxes and I'm a financial planner. Nothing can eliminate completely the stress most taxpayers feel when dealing with the IRS. However, there are plenty of ways you can make tax time easier on yourself. Some good news: the filing [...]

March 22nd, 2016|

Stocks End Higher for Second Week

Weekly Update – February 29, 2016 Markets closed out another solid week of gains on the back of higher oil prices and some positive economic data. For the week, the S&P 500 increased 1.58%, the Dow grew 1.51%, and the NASDAQ added 1.91%. Investors got their second look at fourth-quarter 2015 Gross Domestic Product (GDP) [...]

February 29th, 2016|

Protect Yourself from Tax-Related Identity Theft

Taxes are never far from our minds and with it comes with tax fraud. One particularly pernicious form of fraud is tax identity theft. Tax-related identity theft happens when someone uses sensitive personal information (like your Social Security number) and files a fraudulent tax return in your name to collect a refund. According to past [...]

February 25th, 2016|

Stocks Post Best Week of 2016 – Weekly Market Update

Markets closed out their best week of the year last week, buoyed by higher oil prices and positive economic data that reassured some recession worriers. For the week, the S&P increased 2.84%, the Dow grew 2.62%, and the NASDAQ added 3.85%. After tumbling for weeks, oil prices stabilized close to $30/barrel after several major oil [...]

February 22nd, 2016|