4 Level-Headed Strategies for Volatile Markets

When markets swing, it’s natural to worry about your investments and question our commitment to your strategy. As financial professionals, here is what we recommend you do when markets swing... 1) STOP LISTENING TO THE NOISE Turn off the television, throw away the business section, and stay off financial websites. Hanging on every word the [...]

February 10th, 2016|

Stocks Drive Higher Amid Uncertainty – Weekly Financial Update

Stocks experienced another volatile week with high daily swings in value. Despite the lingering uncertainty, stocks ended the week higher on the back of better-than-expected earnings reports and higher oil prices. For the week, the S&P 500 gained 1.75%, the Dow grew 2.32%, and the NASDAQ added 0.50%. Fourth-quarter earnings season is in full swing [...]

February 1st, 2016|

What Just Happened?

The market weakness we experienced this past week does not appear to be associated with any one event, but rather seems to be the result of a few factors. Uncertainty around the timing of Fed “lift-off” continues to give the markets concern; markets hate uncertainty, and this is a key area of confusion. The narrative [...]

August 22nd, 2015|

What kind of planner are you?

I’m obviously biased when discussing the importance financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to review your financial plan and answer any questions you may have. According to research sponsored by the CFP Board and Consumer [...]

May 19th, 2015|

Kansas City Financial Planner – Market Commentary

If you didn’t watch the markets every day, you might think the 1st quarter of 2015 was pretty calm and uneventful; the Dow closed March 31st down a mere 47 points (-0.26%) from where it started on January 1st, and the S&P 500 had a very small gain of 9 points (+0.44%) for the 1st [...]

April 20th, 2015|

What’s in the fine print?

Have you read the fine-print located at the end of your investment account statement? I’m not judging you if you’re nodding your head “no” right now; I’ve completely ignored fine-print myself at times. However, after being in the investment industry for over 15 years, I feel it’s time to expose the broker-dealers for what I [...]

March 23rd, 2015|

How to Hire an Investment Advisor

Hiring an Investment Advisor? The North American Securities Administrators Association (NASAA) has published a brochure titled “Cutting through the Confusion: Where to Turn for Help with Your Investments”, that I have found is extremely helpful for investors to reference when making this very important decision. The following excerpt has been taken from the brochure: “There [...]

March 12th, 2015|

How much do you need to retire?

Retirement Planning – Have you taken the steps to plan for retirement (and I don’t mean just contributing to your 401k)?  In other words, are you on-track to retire when you want?  And will you have enough money to make it through retirement?  You’d be surprised at how many people don’t really know the answers [...]

November 3rd, 2014|

Where were you in 1985?

The Kansas City Royals were last in playoffs in 1985 and won the World Series, often referred to as the I-70 Series since a 4 hour drive down Interstate 70 was all that separated the two teams. With both teams still alive in the playoffs, could it happen again this year??!! To put in to [...]

October 9th, 2014|

Kansas City Royals Billy Butler Giveaway

We have caught Kansas City Royals fever here at CWM and are very excited to announce a new giveaway! ENTER to win a Billy Butler Autographed Baseball AND a bottle of his "Billy's Hit It a Ton" Barbecue Sauce! Here's how to enter: 1. "Like" our Facebook page or already be a follower: "Like" us [...]

September 2nd, 2014|