We are planning a vacation for later this summer in the Rockies. With the internet, there is too much information and too many choices. One could spend hours and days just trying to figure out what to do and see. The possibilities are all exciting and I’m looking forward to [...]
During the first quarter of 2016, stock ownership provided a roller coaster ride. Last week I railed against the Fed’s free money policy and its consequences. This week we examine whose ox was gored and whose geese were golden. In the short term, I think Mr. Market will continue to [...]
Some company has a nice advertisement on television right now suggesting that instead of asking What we are thankful for, that we ask Who we are thankful for. I like that idea because our relationships are so much superior in importance than the inanimate objects we use or collect. I [...]
"Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income" When: Wednesday, October 28th, 7:00 pm-8:00 pm Where: Stoney Creek Hotel & Conference Center 18011 Bass Pro Drive, Independence, MO 64055 Please contact us to reserve seating. Michelle Baldi at mmbaldi@stewcap.com or 816.833.6650. Seating is limited. As [...]
Area students will go back to school in the next couple of weeks. Since there are likely not many of them that are readers of this publication, I’ll gloss over the Bureau of Labor Statistics 2014 information that the $488 median usual weekly earnings for those with less than [...]
I have a few friends in my age group who absolutely love to ride roller coasters. Some travel the country to ride a new one when it opens. But when it comes to investments, people who like volatility are scarcer than hen’s teeth. (I am using that comparison since I [...]
Last week I discussed the Greek debt situation and compared my own painful education in the college of life experience. But many people may not know how to make the changes necessary to control, manage and eliminate their debt over time. Hopefully this will be helpful information for persons who [...]
I have not written on the topic of disability lately, but there may be a new way to protect against its long term financial ravages. As of January 1, 2015, Treasury and the IRS have published final regulations (79 FR 26838) allowing a defined contribution retirement plan (think 401k) to [...]
In our country today, we worry about everything that might happen to us or our loved ones even if the odds are ten million to one. Why? If one bad thing happens anywhere, especially to children, we know about it within a few minutes to a few hours. Another group [...]
Mr. Market is often fickle in the short term. I have already complained about the roller coaster rhythms of 2014 leading many (including me) to be too cautious, as it turned out. Last weekend, a Kansas RIA colleague and I were consoling each other about being judged by the exact [...]
