S&P Tests New High on Jobs Surge

Weekly Update – July 11, 2016 Markets surged last week after a surprising June jobs report buoyed investor sentiment. The S&P 500 came within a hair of a new record close on the news. For the week, the S&P 500 grew 1.28%, the Dow gained 1.10%, the NASDAQ added 1.94%, and the MSCI EAFE fell [...]

July 11th, 2016|

Market Commentary: Crisis Averted

The US Markets had a slight pullback in the final week of the month, but finished October overall with solid gains. The highlights of the month were once again centered on politics and the Federal Reserve. The global economy collectively breathed another sigh of relief on October 16th. With less than 24 hours before the [...]

November 12th, 2013|

May Market Commentary: Why We Remain Cautious

The markets continued their climb higher last month, with the exception of the Russell 2000 which consists of small-cap companies. However, economic data points continue to show weakness. Below is a chart showing the economic data that was released the last week of April, as well as a column indicating whether the data was positive [...]

May 16th, 2013|

Global Indicators Remain Weak: October Market Commentary

For the month of September, the Dow Jones Industrial Average rose 2.65%, the Nasdaq Composite rose 1.61%, and the S&P 500 rose 2.42%, all for their fourth consecutive monthly advance. At this point, we think the potential for substantial gains in the markets are at a high point until some of the structural issues facing [...]

October 4th, 2012|

Investment Strategy Video

[embedplusvideo height="344" width="560" standard="http://www.youtube.com/v/P7Y8HchniH4?fs=1" vars="ytid=P7Y8HchniH4&width=450&height=281&start=&stop=&rs=w&hd=0&react=0&chapters=&notes=" id="ep2313" /] John discusses how our unique, time-tested, research-based investment strategy can benefit you.  To learn more about our strategy, click here.  Call us today at 913.402.6099 to schedule your free consultation.

August 8th, 2012|

Market Commentary: Week Ending 03-23-12

This past week saw weakness in stocks mostly driven by realizations that both the European economy and Chinese economy are both slowing down. The embarrassing story of the week was the attempt to take BATS Global Markets (headquarters in Lenexa, KS) into an initial public offering (IPO). BATS, which stands for Better Alternative Trading System, [...]

March 26th, 2012|

Market Commentary: Week Ending 03-09-12

Global markets posted a fairly flat week. The big news for the week was the Greek debt restructuring that was approved on Friday. Private holders of Greek bonds, who for the most part are banks, hedge funds and the like, agreed to a “haircut” of up to 74%. Greece had as much as 85% of [...]

March 12th, 2012|

Market Commentary: Week Ending 03-02-12

For the most part, global markets posted very modest gains for the week. Yet again, the big market driving news of the week came from a central bank. This week it was the European Central Bank (ECB) and their most recent lifeline to the banks in Europe. On Wednesday we awoke to the news that [...]

March 5th, 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|

Market Commentary: Week Ending 01-20-12

This past week was kicked-off on Tuesday with news that China's economy is slowing.  Normally, news that China's high-growth economy is slowing would precipitate a sell-off in stocks.  But, this past week the slowdown news also came with suspicion that a China slowdown would usher in more intervention to stimulate the Chinese economy.  Intervention, stimulus, [...]

January 23rd, 2012|