Earlier this month I attended the annual Kingdom Advisors conference again. Kingdom Advisors is an international organization of attorneys, accountants and financial advisors who study the Bible’s financial wisdom. This meeting is a highlight of my year because we hear great speakers and learn new insights about making financial decisions [...]
I really can’t believe I am saying this, but the Chiefs winning their 3rd Super Bowl in 5 years may not have been the most exciting Kansas City sports news that has happened this month. As an avid baseball fan, perhaps I am a bit biased, but I think the [...]
DIY Anyone? Recently I wrote about investors who have an advisor obtain much better results over time than those without one. I referenced the study by Vanguard about this, but I have noticed a newer one by the Russell Investments organization today. It attempts to quantify how much value can [...]
I think after years of writing this column for the Examiner it should be pretty apparent talking about money comes easily for me. In fact, it’s something I really enjoy doing. However, recent research from Empower shows I am in the minority of people who feel comfortable talking about the [...]
Elenor Roosevelt was once quoted as saying “Learn from the mistakes of others. You can’t live long enough to make them all yourself.” Being a financial advisor, I have seen my fair share of financial mistakes others have made. What is even more heartbreaking is when these mistakes are not [...]
I often get the inspiration for my articles from everyday people and situations. This week I got it from shoppers in a grocery store. I was there doing my weekly Saturday morning shopping. This particular week the store had 8 oz bags of shredded cheese on sale for $1.79. Being [...]
As some of you may already be well aware, student loans are notoriously difficult to be absolved of through normal bankruptcy proceedings. That may all be changing soon as a little over a week the Biden Administration released new data on an initiative the White House developed last year to [...]
As financial advisors one of the primary things we do is help people prepare for retirement. For most advisors, that is accomplished by helping clients build up and grow their retirement accounts in order to make sure the client can afford the standard of living they want when no longer [...]
As I’ve gotten older, I’ve also gotten crankier. Particularly in the way I view our younger generations. In fact, on more than one occasion I have used this very platform to air my grievances about “kids these days” Today however, I want to defend them a little bit. For the [...]
Life has various stages. Your plan needs to take them into account. If there is one thing, I have learned in my over 40 trips around the sun it is that life never happens in a straight line. Markets don’t just go up at a consistent 7% a year, last [...]
