What’s the Market Going to Do Next?

by brendon on March 3, 2016

Kansas City and Overland Park investors need objective financial advice.   Unfortunately, many are misled by financial firms that focus on selling products and attempting to convince others their research tells them what the market’s going to do next; and more importantly that you can profit from it.

Dr. Benjamin Graham, who coined the term The Intelligent Investor had some insightful things to say about this in 1963 to a group of investors in San Francisco.   Click here for a link to the transcript-and follow my simple formula and coaching tip to make you a better investor.


General Considerations When Caring for Elderly Parents

July 3, 2014

Kansas City and Overland Park investors should implement financial plans and investment strategies that satisfy the many needs of specific life events. Caring for elderly parents is a LIFE TRANSITION that requires a financial strategy.  The Home Run Living process is a collaborative process that creates customized life-long financial strategies for up to 63 life-transitions. […]

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“Chasing Returns” leads to Worse Performance

May 28, 2014

Overland Park and Kansas City investors should consider broader diversification in their financial planning and investment strategies.   Refer to the chart below and see the average annual difference between investor returns and fund returns;  it will always be lower……..

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Have You Noticed Markets Are Down?

February 3, 2014

Overland Park and Kansas City investment advice and financial planning update:  the market has experienced some volatility for the start of 2014—I’m sure you’ve noticed.   The media is having a “hay day” with this one too; so if you watch ANY kind of news programming—ALL the networks are talking about this.   They’ll probably have “experts” […]

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Time to Rethink Buy and Hold Strategies?

November 2, 2013

Financial planning investment advice that’s given to Kansas City and Overland Park investors should not only include buy and hold, but rebalancing.   Steve Atkinson posted a great article in Financial Planning–an industry publication for advisors like myself.   He points out that perceptions of buy and hold strategies are joked about primarily by those that promote […]

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Is it Important to Know When the Next Downturn in the Market will occur?

September 20, 2013

Financial planning advice for investors:  don’t attempt to predict when the next downturn will occur.   Assuming you’re correct and predict this, you also have to predict the next upturn.   And gains in the market happen so rapidly that not even professional money managers can  beat market rates of return over long periods.    See chart below: […]

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How Do I Allocate My Investments

September 17, 2013

“Where should I put my retirement money? What should I invest in? Stocks? Bonds? What’s the right mix? Should my asset allocation change as I get older?  How about my 401k?”   These are perplexing questions to answer—especially when thinking about the importance of needing money at retirement. Retirement planning should include a superior allocation strategy; […]

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The Best Managers Don’t Stay on Top

July 17, 2013

Great investment advice for Kansas City and Overland Park investors is this:  use passive-management investment strategies and avoid active-management.  Understand that if outperformance by active mutual fund managers was truly due to skill, you should see the best performers stay at the top from one period to the next. However, a report by Standard & […]

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July 12, 2013

WHERE DO RETURNS COME FROM? Kansas City and Overland Park investors need investment advice that leads to increased returns and greater peace of mind.   Managing your own behavior when it comes to investing is impossible by asking the wrong questions.  That’s why as an Investor Coach I spend time coaching people to ASK BETTER QUESTIONS, […]

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Super Bowls Ads and Volatility

January 30, 2013

Overland Park and Kansas City investors need financial planning, investment advice, coaching and education to help them increase investment returns, control volatility, remain disciplined and achieve greater peace of mind.   Super Bowl commercials this weekend will cause

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