Market Commentary: Week Ending 11-04-11

What makes the money world go around? Confidence and trust makes the money world go around.  The market tension, and eventual rout in 2007-2008, had very much to do with a breakdown in confidence and trust.  The global banking system is dependent upon banks working with one another.  This cooperation between banks is one way [...]

November 7th, 2011|

Gail’s Scoop: BE HEALTHY, SAVE MONEY, and HAVE FUN

Busy parents need all the help they can get.  If you’re struggling to sift through the bombardment of information, Gail’s Scoop is for you.  Get all the information you need to BE HEALTHY, SAVE MONEY, and HAVE FUN in JoCo. Gail’s Scoop has been keeping thousands of local parents informed through a local newsletter, social media, [...]

October 11th, 2011|

Market Commentary: 10-7-2011

Surprisingly, we saw a positive week in the markets, though there was little volume.  The returns were surprising because of all the continued bad news coming out of Europe.  Belgium’s biggest bank, Dexia, is going to be bailed out and partly nationalized by the French and Belgium governments, Italy and Spain were both downgraded, and [...]

October 10th, 2011|

Market Commentary: 9-30-2011

Another vicious week of volatility…  I am not sure if it is worse that the market is swimming in uncertainty or that it appears the market is waiting for a catalyst to send it up or down.  When scanning the world it is hard to see where the good news will come from that will [...]

October 2nd, 2011|

7 Disturbing Life Insurance Facts

Do you currently have a life insurance policy?  As a fee-only planner, I don't sell insurance.  However, I have met very few people who don't need a policy.  As we begin Life Insurance Awareness month, I want share with you seven disturbing statistics about life insurance ownership in the U.S.emergencycash 1.     U.S. households are at [...]

September 7th, 2011|

What’s the DEAL with Trader Joe’s?

My wife and I have been shopping almost exclusively at Trader Joe’s since they opened2 locations in Kansas City.  If you read my blog often, you know that we are deal seekers.  However, we’ve also been looking at what our family eats lately in regards to the deals we’re getting.  In other words, healthy, non-processed [...]

August 10th, 2011|

Top 3 Financial Pitfalls

I started my firm because I wanted to spend my days making and saving money for other people.  I believe that those two aspects of financial planning are the key to what I do.  For this reason, I just cringe when I analyze a potential client’s financial situation and discover that they are unnecessarily losing [...]

August 10th, 2011|

Market Commentary: Week Ending 7/22/2011

Global markets got a burst of energy this past week from the prospects of relief to the extreme stress in Europe.  It is likely we will see some agreement from our fearful leaders on the debt ceiling debate in the very near future, which will likely be greeted with some short-term market upturn.  I believe any [...]

July 25th, 2011|

Market Commentary: Week Ending 7/15/2011

It was almost a good week.  The market slid into Wednesday, and then got a pop from the Federal Reserve.  On Wednesday, Federal Reserve Chairman Ben Bernanke was testifying before Congress and indicated that the door on additional stimulus, via bond purchases, was still open.  The stock market briefly took off on this news, but [...]

July 18th, 2011|

Be Debt Free

My wife often says, “I love a little hardship; I’d recommend it to anyone!”  She doesn’t say this with blind optimism - she has experienced living meagerly (after living well for most of her life), and believes (as I do) that we are better people and that we have a stronger marriage because of all [...]

July 12th, 2011|