Clicky

The Three-Leaf Clover: Financial Planning in Your 30s

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...

3 Tips When Investing in Your Company Stock

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...

5 Common Financial Planning Mistakes that People in their 30s Make

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...

Celebrate YOUR FINANCIAL Independence this 4th of July

By Jamie Bosse The 4th of July isn’t only about BBQs and fireworks, each year we are actually celebrating our independence from Great Britain and the formation of the United States.  As a financial planner, I urge my clients to plan for their own personal financial...