Market Commentary: Week Ending 01-06-12

The markets put in a quiet first week of the year.  There was not very much in the way of big news this past week other than continued bank problems in Europe and saber rattling from Iran.  Granted both of these are concerns to the global economy, but not new headlines. One of T. Rowe [...]

January 9th, 2012|

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|

Free Financial Advice Tuesday!

Need FREE financial advice?  I’m reserving Tuesday mornings from 9:30 - 11:30 for anyone with financial questions (investments, insurance, debt reduction, etc.).  Come meet me at Starbucks on 119th & Glenwood in Overland Park to receive a free drink and free advice!  If you'd like to ensure your spot for an exact time, please call 913.693.7918. Otherwise, feel free [...]

September 7th, 2011|

Market Commentary: Week Ending 8/26/2011

What an interesting week we had on many fronts- an earthquake and hurricane on the east coast, Buffett bailing out another bank, and Bernanke’s speech.  The first two didn’t have much bearing on those of us in the Midwest, but the effects of the second two remain to be seen as trading opens on Monday.  [...]

August 29th, 2011|

How have our clients avoided the recent stock market losses?

The markets have certainly been frightening over the past couple weeks.  As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday.  Several of you have spoken of friends and relatives who are anxious about their current advisors strategy (and likely for good [...]

August 10th, 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|

Post June 2011

While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and while the month may have ended (finally), we still have much to watch as the events of June 2011 play [...]

July 12th, 2011|

Market Commentary: Week Ending 7/1/2011

I hope everyone had a safe and fun 4th of July with family and friends while celebrating our great nation! This past week saw quite a jump in the markets.  The only problem is the market rose on very little participation (typical for summer trading the week before the 4th of July holiday).  Which begs [...]

July 5th, 2011|

Market Commentary: Week Ending 6/24/11

This past week saw a return to market selling with a significant slide at the end of the week.  Even though we broke the consecutive weeks of market losses the previous week with a minimal gain, we are back at market weakness.  As I have said, the markets are going to have to come down [...]

June 27th, 2011|

The Cost of Poor Investment Timing

Do you know how much buying and selling your investments at the wrong time can cost you?  According to Morningstar, stock funds returned 1.6% annually from 1999-2009.  However, the typical fund investor only earned 0.22% annually.  If you had an account balance of $100,000, that would equate to costing you $15,000.  So what should investors [...]

June 13th, 2011|