Market Commentary: Week Ending 9/16/11

This past week the markets rose considerably on rumor, after rumor, after rumor.  It seems investors are dying of thirst for anything that might kick the “European banking/sovereign debt crisis can” down the road further.  It is very hard to imagine that any gains in the market are not going to be very short-term in [...]

September 19th, 2011|

Market Commentary: Week Ending 9/9/11

This past week was a rocky week that ended in a sharp selloff over Thursday and Friday.  The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very notable event this past week was the fall of the last safe haven - the Swiss Franc.  The Swiss National [...]

September 12th, 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 9/2/2011

Last week was another lackluster one for the books.  The US market actually shuffled along sideways until Thursday when the Institute for Supply Management (ISM) report came out.  The ISM was not as bad as I suspected, but it was still not good with a continued increase in inventories.  Increasing inventories means slow demand.  In [...]

September 5th, 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|

Market Commentary: Week Ending 8/19/2011

Another ugly week for the books…Last week's market weakness had to do with two primary points.  The first is an increase in banking tension in Europe, and the second is the implosion of economic activity in the US.  Fear is the name of the game these days, and many investors are playing their hands close [...]

August 22nd, 2011|

Market Commentary: Week Ending 8/12/2011

We are lucky this week turned out mildly down.  The return of volatility is pretty well entrenched in the market at the moment and that is not a good thing.  The news that pushed the markets all over the map for the last few weeks is liquidity tightening up across Europe.  At the heart of [...]

August 14th, 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|

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|