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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

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Why International Stocks Have Lagged

Why International Stocks Have Lagged

Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.. 

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Secure Act/ Tax Cheat Sheet

Secure Act/ Tax Cheat Sheet

Information on the secure act and how Fidelity is handling the changes

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How Safe are Safe Deposit Boxes

How Safe are Safe Deposit Boxes

Many people use a bank safe deposit box to store valuable papers and small assets. 

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20 Charitable Planning Questions for the Holidays

20 Charitable Planning Questions for the Holidays

Each year, American Endowment Foundation (AEF) shares with their donors a list of questions that can help start or continue the family philanthropy conversation. This helps donors plan their giving strategy for both the short and long term.

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Health Savings Account (HSA) Update

Health Savings Account (HSA) Update

Health Savings Accounts (HSA) Update

Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account. 

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Back to School Planning

Back to School Planning

Upon reaching age 18, an individual is considered to be an adult in most states and is entitled to medical privacy that prevents doctors from sharing any information without permission.  

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Bruce's Investing Do's and Don'ts

Bruce's Investing Do's and Don'ts

Do

Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.

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Protection Against Fraud

Protection Against Fraud

Don't get scammed!

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Calamos Market Neutral Income Fund(CMNIX)

Calamos Market Neutral Income Fund(CMNIX)

Interview with manager of Calamos Market Neutral Income Fund.

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How Politics Influences Investors' Decisions

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How to Deduct Home Office Expenses under Tax Reform

How to Deduct Home Office Expenses under Tax Reform

by Julie A. Welch, CPA, CFP®, PFS; and Cara L. Smith, CPA, CFP®
Julie A. Welch, CPA, CFP®, PFS, is the director of tax services and a shareholder with Meara Welch Browne P.C. in Leawood, Kansas.
Cara Smith, CPA, CFP®, is a senior tax manager with Meara Welch Browne P.C. in Leawood, Kansas.

In this world of technology and constant connectivity, working remotely has become more common. 

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Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

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Avoiding Disaster

Avoiding Disaster

 

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

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How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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The Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

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What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

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What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

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Don't Abandon International Diversification

Don't Abandon International Diversification

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

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