Many people wonder if a million-dollar nest egg provides a comfortable lifestyle in the heart of the Midwest. Local families often ask this question as they look toward their future. Is seven figures truly the gold standard for your Kansas City retirement? Every family has different dreams and expectations for their golden years. We [...]
Many of us dream of the day we can stop working and enjoy life fully. In Missouri, we hear this dream every week. People wonder if they can retire at 60 without running out of money. Missouri is a great place to start your retirement. It's affordable compared to other states. We help people see [...]
January saw an increase in volatility, as geopolitical tensions centered around tariffs and the Trump administration’s increasing bellicosity about Greenland made headlines. The S&P 500 eked out a 1.45% positive return, keeping a three-year winning streak alive. The Fed held rates steady at the January meeting, and Kevin Warsh, President Trump’s pick to replace Jerome [...]
December Recap and January Outlook The weekend after a mid-week New Year’s Eve is usually a slow news cycle. Not this year. 2026 started off with the announcement that the Trump administration had captured Nicolas Maduro, the President of Venezuela. The United States government’s disapproval of Maduro’s regime goes back to the Biden administration, and [...]
We are finally seeing lower interest, even if the path downward has been slow and somewhat sporadic. Both consumer and business confidence is lower than it has been, but overall the economy looks likely to remain in good shape, with the threat of recession lower than it has been. How can business owners plan for [...]
November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November on a mid-December release. The Federal Reserve wraps up the year with an early December meeting, at which consensus expectations [...]
October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown has paused official government data sources, but the economy appears to be holding up just fine, and even if consumer [...]
September Recap and October Outlook If you’re wondering how these market shifts might affect your portfolio, our Investment Advisor services can help align your strategy with today’s changing conditions. After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis [...]
August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs created, it was the revisions to prior months that resulted in a negative 13,000 jobs in June. This marked the [...]
The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political agenda items that the bill was developed to address may be up for discussion and debate, the impact on taxpayers across the financial journey [...]
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