Top 3 Investment Myths

When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing.  Below are the top 3 “investment myths” I hear the big investment advisory firms telling their clients: 1.  Your portfolio will be just [...]

February 10th, 2012|

Chores and Allowances: My Favorite Strategies

Guest Blog Post - Angie Chladek Our oldest daughter, Olivia, is 3 years-old, fiercely independent, and my biggest “helper.”  As such, I’ve been researching lots of different approaches for chores and allowances to see what fits with our financial and parenting philosophies. I wanted to publish this information in a format that would be useful [...]

February 10th, 2012|

How to Set Your Financial Priorities

In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning.  As we always strive to “be better” than we were last year, I thought it would be helpful to re-visit this idea as a way [...]

January 8th, 2012|

Current Environment – CWM Investment Outlook for 2012

I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market.  I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed [...]

January 8th, 2012|

John P. Chladek, MBA, CFP Participates as a Subject Matter Expert for CERTIFIED FINANCIAL PLANNER Board

John. P. Chladek, MBA, CFP® served as a Subject Matter Expert for the Certified Financial Planner Board of Standards (CFP Board) as a member of the Standard Setting Committee.  On December 5-6, 2011, John participated in a Standard Setting Exercise in Orlando, FL which focused on setting the baseline standard for the new format of [...]

December 13th, 2011|

We’re Moving!

After a rigorous search, we have found a new office building that will not only meet our needs today, but allow us the flexibility to hire additional staff as our growth continues. We will move into our new office on January 1st, which is located at 4745 West 136th St., Ste. 90, Leawood, KS, 66224 [...]

December 13th, 2011|

Are you part of the 58% not receiving 401(k) advice?

A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.”  70% of the survey respondents said their 401(k) is their only or primary source of retirement savings.  However, only 42% reported having received professional financial advice in the past two years. Schwab’s analysis found that the use [...]

December 13th, 2011|

Market Commentary: Week Ending 12-09-11

Global markets bounced around pretty good last week while waiting to receive the “all clear” signal from Europe that never came.  As has been for weeks now, headlines in Europe are driving the markets; so much so that I’m struggling to come up with something new to say each week!  In light of my writer’s [...]

December 13th, 2011|

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|

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|