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Featured

Elections Matter, but not so much to your investments

Elections Matter, but not so much to your investments
Election years can be fraught with uncertainty as developments
surrounding the candidates, their platforms, and their predicted effects
on the economy and markets dominate the news. But should you let
this stream of political information influence how you and your advisor
manage your investment portfolio? Read more
Featured

The Impact of Rebalancing on Risk, Returns and Recovery

The Impact of Rebalancing on Risk, Returns and Recovery

Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing.  Read full article

Featured

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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Featured

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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Featured

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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Featured

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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Featured

Protection Against Fraud

Protection Against Fraud

Don't get scammed!

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Featured

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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Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

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Opportunities and Incentives under the Tax Cuts and Jobs Act

Opportunities and Incentives under the Tax Cuts and Jobs Act

FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.

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Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

...
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Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

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Don't Get Too Caught up in the Trump Bump or Slump

Don't Get Too Caught up in the Trump Bump or Slump

Political issues shouldn’t play a large role in long-term strategy

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The Value of a Fiduciary Advisor

The Value of a Fiduciary Advisor

Based on Russell Investments 2017 study

...
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The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

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Client Letter October 2016

Client Letter October 2016

Portfolio Insights: Index and Factor Investing

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Client Letter September 2016

Client Letter September 2016

The Election and what it might Mean

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Client Letter August 2016

Client Letter August 2016

In July, the stock market continued to rebound from the Brexit correction and experienced a rotation back toward large and medium capitalization growth stocks.

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Client Letter May 2016

Client Letter May 2016

Stocks continue rebound from January funk, but bonds flat in May. Return expectations flat lining after post crisis run.

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Featured

Clinton vs. Trump -- Tax Plans Compared

Clinton vs. Trump -- Tax Plans Compared

This is an unbiased comparison of the proposed tax plans for individuals released by Hillary Clinton and Donald Trump. In many ways, their tax policy aligns broadly with the platform of their political party — Clinton wants high-income earners to pay a larger percentage of their income in taxes, while Trump wants to cut taxes for all income levels. 

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