Market Commentary: Week Ending 4/8/2011

This past week started strong as the major indexes finished up for the first few days of the week.  However, things took a turn for the worse when another earthquake shook Japan.  In addition to the tragedy in Japan, the conflict in Libya heated up, and a potential government shutdown loomed.  All these factors combined led to a week of low trading volume as investors waited to see how everything would play out. […]

April 11th, 2011|

Think A Cash Value Life Insurance Policy Is A Good Idea? Think Again.

Many times after I complete an insurance analysis for a client and it’s time for them to purchase a policy, they will ask me, “Can we just buy the policy from you?”  The answer is always, “Sorry, no.”  I could go out and get my insurance license to sell insurance products, but then I wouldn’t [...]

April 5th, 2011|

Deal Sites: Are All Deals Good Deals?

Guest Blog Post from Angie Chladek, SVP Marketing and Communications The recent craze of Groupon, or deep discount-type websites, really piqued my interest in the beginning.  I was blown away that they could discount products and services by half, and jumped on the bandwagon to promote the deals.  We’ve even purchased from many of the [...]

April 4th, 2011|

Join John at Money Smart Day on Tuesday, April 5!

John will be speaking on behalf of the Financial Planning Association (FPA) on the topic of “Financial Goals for Financial Success” from 10:40-11:40 a.m. at Donnelly College (608 N 18th St, Kansas City, KS 66102).  His presentation will help you: Evaluate your wants versus needs, develop a routine for making every day money decisions, and [...]

April 4th, 2011|

Market Commentary: Week Ending 3/4/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.33% +5.12% NASDAQ Composite +0.13% +4.97% S&P 500 Index +0.10% +5.05% Russell 2000 +0.37% +5.28% U.S. Aggregate Bond Index -0.41% -0.69% MSCI All Country World +0.64% +4.06% Source: Yahoo! Finance.  Data through 3-4-11 Global markets had a rocky week thanks to pressure from oil, and [...]

March 7th, 2011|

Market Commentary: Week Ending 2/25/2011

Total Returns % www.humanesocietyofknoxcounty.org/2013/ 1 Week YTD Dow Jones Industrial Average -2.10% +4.78% NASDAQ Composite -1.87% +4.83% S&P 500 Index -1.72% +4.95% Russell 2000 -1.54% +4.89% U.S. Aggregate Bond Index +0.73% -0.28% MSCI All Country World -1.71% +3.40% Source: Yahoo! Finance.  Data through 2-25-11 As I’m sure many of you were too, I was definitely [...]

February 28th, 2011|

Market Commentary: Week Ending 2/18/2011

Global markets put in another solid week of gains. However, emerging markets are still struggling with rising food prices and inflation controls.

February 21st, 2011|

Market Commentary: Week Ending 1/7/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.84% +0.84% NASDAQ Composite +1.90% +1.90% S&P 500 Index +1.10% +1.10% Russell 2000 +0.53% +0.53% U.S. Aggregate Bond Index -0.23% -0.23% MSCI All Country World -0.36% -0.36% Source: Morningstar, Inc.  Data through 1-7-11 I hope everyone had a safe and happy New Year.  As you [...]

January 9th, 2011|