Market Commentary: January 2013

Eight times per year (and occasionally more as needed) the Federal Reserve Open Market Committee (FOMC) meets to discuss actions by the FED to influence the availability and cost of money (i.e. credit & interest rates). The result of the December 2012 FOMC meeting was: The FED will continue to hold short-term interest rates near [...]

January 8th, 2013|

Market Commentary: November 2012

Global markets started November in a positive direction, but ended down significantly after the election with worries over the fiscal cliff, future taxes and continued issues in Europe. Greece is once again in the foreground of investor worry as Euro-area finance ministers decide on whether to unlock more bailout funds for Greece. With the US [...]

December 11th, 2012|

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|

Halloween: Bargains for your Ghosts and Goblins

Guest Blog Post by Angie Chladek I find costumes/Halloween to be totally daunting.   This year, in addition to the creative piece being difficult for me, the costumes seem a little too “grown-up” for our four-year-old daughter.  I’ve done a lot of looking at all the outlets listed below, and you’ll see what I opted to [...]

October 4th, 2012|

Market Commentary: September 2012

For the month of August, the Dow Jones Industrial Average rose 0.63%, the Nasdaq Composite rose 4.34%, and the S&P 500 rose 1.98%, all for their third consecutive monthly advance. Many of the meetings we have had with clients and prospective clients over the last month or so have shared two common questions.  Obviously, we [...]

September 5th, 2012|

Market Commentary: August 2012

The month of July started with global economic indicators continuing to weaken, and the markets still looking for another shot of economic stimulus from the Fed.  The early part of the holiday-shortened 1st week of the month was met with very low trading volume while the market gravitated higher in the face of a poor [...]

August 8th, 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: July 2012

This past month the Dow experienced its best June gain since 1997, and the S&P 500 and Nasdaq had their best June since 1999 and 2000, respectively.  Did it seem like a strong economic month to you?  Probably not since the underlying global economic fundamentals are still weak, and continue to weaken.  However, the weakening [...]

July 8th, 2012|

Re-Post: Ten Ways to Teach Children About Money

A few years back, I found this fabulous blog by Alison Van Dyke, and each time I read it I'm reminded how current the ideas still are today.  She was a fee-only financial planner in San Francisco who worked specifically with new parents.  The ideas she posted are easy, fun, and best of all- help [...]

July 3rd, 2012|

Market Commentary: May 2012

Despite a strong last week to the month, April marked the first loss for the S&P 500 since last November. The S&P 500 lost 0.75%, though it was down as much as 4% earlier in the month.  Recent economic data suggests that the U.S. economy may be slowing, and Spain has officially entered a recession [...]

May 2nd, 2012|