Market Commentary: Week Ending 01-13-12

While the markets were up for the week, we saw the return of Europe in the crosshairs of the rating agencies as many countries received downgrades after the markets closed Friday.  Of equally high concern is the rapidly deteriorating situation with Iran.  It appears that something bad is brewing there.  Consider that a second aircraft [...]

January 18th, 2012|

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|

How to Set Your Financial Priorities

In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning.  As we always strive to “be better” than we were last year, I thought it would be helpful to re-visit this idea as a way [...]

January 8th, 2012|

Current Environment – CWM Investment Outlook for 2012

I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market.  I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed [...]

January 8th, 2012|

Market Commentary: Week Ending 12-16-11

As you may have heard, Chladek Wealth Management is relocating to a new office in a couple weeks.  With that said, I will not be writing a commentary the next two weekends as I’ll be busy preparing for the move, as well as spending time with family over the Christmas weekend.  I say this now, [...]

December 20th, 2011|

We’re Moving!

After a rigorous search, we have found a new office building that will not only meet our needs today, but allow us the flexibility to hire additional staff as our growth continues. We will move into our new office on January 1st, which is located at 4745 West 136th St., Ste. 90, Leawood, KS, 66224 [...]

December 13th, 2011|

Are you part of the 58% not receiving 401(k) advice?

A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.”  70% of the survey respondents said their 401(k) is their only or primary source of retirement savings.  However, only 42% reported having received professional financial advice in the past two years. Schwab’s analysis found that the use [...]

December 13th, 2011|

Market Commentary: Week Ending 12-09-11

Global markets bounced around pretty good last week while waiting to receive the “all clear” signal from Europe that never came.  As has been for weeks now, headlines in Europe are driving the markets; so much so that I’m struggling to come up with something new to say each week!  In light of my writer’s [...]

December 13th, 2011|

Market Commentary: Week Ending 12-02-11

I hope everyone had a safe and Happy Thanksgiving, and that you have finally recovered from all the food!  I’m sending this week’s market commentary from sunny Orlando.  I was asked by the CFP Board to serve as a Subject Matter Expert to assist in determining the cut score for the upcoming CFP exam in [...]

December 6th, 2011|

Market Commentary: Week Ending 11-11-11

Markets registered what appeared to be a relatively tame week; Friday saw a melt up in stocks.  I would attribute most of the melt up in stocks to the bond market being closed for Veterans Day.  The last time we had bond markets closed (October 10th), we saw a very similar occurrence of the market [...]

November 14th, 2011|