Opportunistic Investing: Finding the
Intersection of Favorable Macro Conditions
and Attractive Valuations
Steven Kaczmarek is, to put it gently, unimpressed with the state of today’s economy. Slow economic growth is with us to stay, and that makes equities a less valuable investment than at any time in the past generation, Kaczmarek and his team believe. To them, it is essential in this environment to think outside the (style) box and invest opportunistically wherever favorable macro conditions and attractive valuations intersect. …Read More
Clients’ Core Values Guide Planning Process
When a financial plan is personally meaningful, clients are more motivated to succeed. So says Graef Financial Group founder Robert E. Graef, CFP®, ChFC®, CRPC®, whose mission is to help clients identify what they care about most and plan accordingly. Prior to establishing his own financial services firm in 2000, Graef spent nearly 20 years in the investment world; with his career move came an equally important transition. As skilled as Graef was at leveraging assets, the people who had worked hard for them—successful business owners, executives, professionals and retirees—would now be his principal focus. …Read More
Independent Financial Services Firm Works for Its Clients – and Not a Company
For the second year in a row, Affinity Asset Management has been featured by EMI Network in a special promotional section in Forbes magazine honoring Kansas City Financial Leaders.
Have you ever wondered why your advisor chose certain financial products for your investment portfolio? Surprisingly, it’s a question people rarely ask. But they have a right to, and they should, says Mark Roberts, owner and president of Affinity Asset Management, a full-service investment advisory firm in Overland Park, Kansas. …Read More
Siller & Cohen Family Wealth Advisors
For the 10th consecutive year, a member of Siller & Cohen has been recognized by Barron’s as one of the top independent investment advisors in the country.
Helping our clients to identify and crystallize their financial goals and objectives – and then doing everything in our power to help them achieve those goals – is how we measure success. We are a boutique family wealth advisory firm that has been providing comprehensive financial solutions to high-net-worth families and business owners for 25 years. …Read More
Expert Solutions to Complex Estate Planning Challenges
The new estate tax law, hammered out during the fiscal cliff negotiations of late 2012, was a relief for many wealthy Americans.
“Congress made permanent, insofar as any tax law is permanent, a tax rate of 40 percent on estates and gifts of $5 million or more,” says Sussan H. Shore, shareholder/managing director of Weinstock Manion. “Some people had feared a return to much higher tax rates and lower exemptions.”
Still, Shore says, expert estate planning continues to be of paramount importance, both for the small number of Americans …Read More
Seasons of Advice® Offers Disciplined, Proactive, Coordinated Approach to Financial Planning
“People who have been accumulating wealth over the years commonly find they only have a ‘piecemeal’ approach to their finances,” says Certified Financial Planner Robert Meyer, a private wealth advisor with Ameriprise Financial.
Meyer and his team, including financial advisors Gregory Allison, Adam Crews and Brian Meyer, help their clients steer through today’s volatile economic markets. …Read More
A New Generation of Wealth Management
Experience is crucial in the world of wealth management. With the financial future of every client at stake, wealth managers clearly have to know what they’re doing. It helps to have already been there and done that – many different ways and many different times.
That would make a good introduction to The Ferguson-Smith Group at Morgan Stanley. Except there’s more.
Today’s financial environment is no place for the slow and passive. Times change. Regulations change. Products change. …Read More
Deeply Invested in
Providing Excellent Service
In the financial services industry, words like stability, integrity and commitment are frequently used. The more they’re used, however, the less meaningful they seem.
Not so at Keating & Associates. The firm has been helping individuals and business owners bring order and purpose to their financial lives since 1975. Keating & Associates now comprises six offices and 52 associates nationwide. Several advisors who have been with President and CEO Pat Keating from the firm’s inception have children who have since joined the team. …Read More
Fee-Only Wealth Management Model Aligns Advisors’ Interests With the Clients’
A sea change in the way affluent families invest their assets began in the 1990s with the emergence of the “fee-only” advisor. “The fee-only platform eliminates biases because the advisor is not motivated by commissions or sales quotas,” explains Registered Investment Advisor George McDaniel CFP®, one of the pioneers of the fee-only business model and founder of Lighthouse Financial Services, Inc.
For individuals with significant assets to invest, Registered Investment Advisors (RIAs) …Read More
BLS Eldercare Financial Solutions Is
an Invaluable Ally at a Tough Time
For many, the difficult day inevitably arrives with the news that an elderly loved one is about to be discharged from the hospital and the options seemingly range from bad to none.
This loved one might be somebody who needs home care and simply can’t afford that. It could be somebody who has run out of savings and must now leave an assisted living facility. Maybe this is a situation you, yourself, have worried about as family members age.
“I’d say 50 percent of the time, that’s when we get the call,” says Barbara Steinberg, founder of BLS Eldercare Financial Solutions, and a Registered Financial Gerontologist™. “These are crisis moments. We calm people down and show them a path for helping their …Read More