Financial Planning

Patience… A new investment asset class?

by brendon on August 28, 2019

Saving for College

by brendon on August 17, 2017

How to Handle a Financial Windfall

by brendon on June 29, 2017

Time to Rethink Buy and Hold Strategies?

by brendon on November 2, 2013

What Can a Coach Do For You?

by brendon on September 27, 2012

What’s An Investor Coach?

by brendon on August 1, 2012

Questions for your broker or adviser after their mutual fund recommendation

by brendon on January 5, 2012

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

by brendon on November 15, 2011

Mutual fund managers fail to Beat their Benchmark….

by brendon on May 6, 2011

Are Financial Planners and Advisors in Kansas City missing the point?

by brendon on April 26, 2011

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UPCOMING EVENTS
- "Save the Investor, Save the World" - 04/06
- "Choosing your Investment Philosophy" - 05/11
- "History of Investing" - 06/08
- "Defeating Your Money Demons" - 07/06
- "Rebalancing" - 08/10
- "The Sky is Falling-Not" - 09/07
- "Should I Be in the Market" - You Tell Me - 10/05
- "The Reality Worksheet" - 11/09