Why is capitalism important to investing?

November 2, 2011

Why do you think Kansas City business owners, investors and investment advisory firms need capitalistic markets to thrive?  If capitalism rewards those that create value in the form of a product or service, why is this important to if you want to be a better investor? Free markets  allow the consumer (and not a government) […]

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Is Behavior important for my investing success?

October 3, 2011

Kansas City investors and investment advisers shouldn’t give emotionally-driven decisions the opportunity to shape their investment portfolio or philosophy about investing.  Paying too much attention to global uncertainty and the media can lead investors and their advisers into behaviors that invariably penalize the investor with lower rates of return and lower account balances yet reward […]

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What is Diversification and how do I know I have it?

September 9, 2011

Kansas City investors and givers of financial and investment advice talk about the benefits of “diversifying-your-investments” and controlling risk.   If this is so important, how do you know it’s actually happening and is it possible to measure it?  Is it possible to hold the “advice-giver” accountable. ANSWERS:  it’s called “standard-deviation” and YES you should hold […]

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What do a 64 and 30 year old investor share in common?

August 11, 2011

Thank you Kansas City investors for feedback to messages about prudent investment advice!  Keep the emails coming and post comments on the web site so others can join the conversation. Being a “long-term investor” doesn’t mean each of you share the same percentage allocated to STOCKS and BONDS.   A 64 and 30 year old investor […]

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An Important Message to All Kansas City Investors

August 8, 2011

Inevitably downward market volatility causes stress, anxiety and in some cases panic. My message today for investors is not to lose sight of your long-term goals and time horizon. Short-term volatility is to be expected, and doesn’t mean that your portfolio isn’t working. While it goes against all of our human instincts, this is the […]

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Are you or your Financial Adviser Gambling or Investing?

August 5, 2011

Prudent investment advice for Kansas City investors will eliminate speculating and gambling with their money.   How do you distinguish between these two activities:  GAMBLING and INVESTING.  Wall Street Journal published and interesting article that will help you know the difference.   Knowing the answers to the right questions will too.   Here’s the most important one: “What’s […]

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How do you know you’re managing market-risk?

June 2, 2011

Investors in Kansas City and Overland Park, KS need financial planning and investment management that’s goal-driven, controls risk and integrates into a single process. Traditional investing models fail to connect investment plans with an investor’s funding needs.  This prevents advisors from combining a financial plan and investment management service in a way that reflects the […]

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