By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
By Patrick Amey The Shamrock, while not the national symbol of Ireland, will be one of the most prevalent symbols around town on March 17th as Kansas Citians gather to celebrate St. Patrick’s Day. A popular legend from many centuries ago says that St. Patrick used...
In the words of the late Dick Wagner, “Financial planners help their clients spend less, save more and not do anything stupid.” There are a lot of choices you have to make in life, and some can cost you in the long run if you don’t have intelligent guidance. Many...
By Patrick Amey When it comes to financial planning, investing in company stock can be one of the best decisions you will ever make. Concentrated positions in high-growth companies have the potential to create vast amounts of wealth for each and every shareholder in a...
By Patrick Amey Turning 30 means different things to different people. I have heard some say it’s the quickest decade of your life, mostly due to all of the changes that happen. People move, get married, start and grow families, buy homes, change careers etc. Below...