Highlights

October 25, 2024

Investment Management - Third Quarter 2024

Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.

Read More
September 23, 2024

Can I Hold NFTs in My IRA?

Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account). It is a complex decision that depends on various factors. Here are some considerations to keep in mind.

Read More
October 9, 2024

I Can’t Get No… “Satisficing?”

I learned about satisficing when getting my Master’s degree in library and information sciences. The term was used to describe how people generally research a topic, particularly using Google search results.

Read More

Our Services

Our Services

 Investment Management icon

Investment Management

 Financial Planning icon

Financial Planning

 Executive and Business Consulting icon

Executive and Business Consulting

 Retirement Plan Consulting icon

Retirement Plan Consulting

News & Insights

August 20, 2024

Thinking about Retiring? Think Again.

The definition of retirement in the Merriam-Webster dictionary is as follows, “withdrawal from one’s position or occupation or from active working life.” I find this definition rather vague. If I was to define retirement, I would describe it as having the option to not work full-time if one chooses.

Read More
July 24, 2024

Investment Management - Second Quarter 2024

Investment professionals attempt to summarize what factors are currently driving financial markets. Usually, the narrative covers a few major influences, sometimes ignoring smaller cross currents that have material impact. Occasionally, investors are handed an environment that is easier to navigate, due to powerful forces that dominate across equity and fixed income assets.

Read More
August 20, 2024

Are Your Credit Card Rewards Worth the Cost?

How much do you like the rewards you get from your credit cards? Are they worth any additional costs to your purchases? These are questions to consider as the Credit Card Competition Act is reintroduced to Congress, after failing to pass in 2022.

Read More