Investors Search for Stability and Predictability in Retirement Planning
Today’s investors are navigating a treacherous retirement planning environment. “Market volatility has become the new normal,” says Jim Miller, CFP®, CIMA®, Senior Vice President and Wealth Advisor of The Market Street Group at Morgan Stanley in West Des Moines, Iowa. “And, as investors watch their timelines diminish, they can be tempted to panic and make decisions based on emotions. We see a lot of new clients who are asking us to help them build sustainable retirement income.”
Miller and team member Matt Marckmann, CFP®, Vice President and Financial Advisor at Morgan Stanley, are no strangers to booms and expansions, recessions and contractions. They have helped clients navigate through crises such as the dot-com bubble as well as the 2008 financial downturn. …Read More
Hidden Costs Can Hurt Your Portfolio
When it comes to investing, what you don’t know can hurt you—and your family’s future.
That’s what Eric Peterson, President of Peterson Financial Group, strives to change by helping clients learn about the fees and risks that can adversely affect their assets.
“I consistently see people with large portfolios who still pay retail prices on a lot of their investments. They lose a lot of money unnecessarily to income taxes and investment fees,” Peterson says. “We help to save that money for their and their family’s use.” …Read More
Diversity Is the Key to Success
for IT Consulting Firm
When Jeanette Hernandez Prenger started her IT consulting business in 1995, she relied on an old adage to guide her success, “Don’t put all your eggs in one basket.” Prenger understood the true meaning of that saying as it related to her vision for the company. She knew that business growth would mean change and diversification. Prenger learned that by creating custom solutions for a diverse group of clients as a minority, woman-owned company, her chances for success would be increased. …Read More
IT Consulting Done Differently
A student loan processing organization wants to simplify communication with its clients nationwide by allowing them to access information via smartphones. The organization turns to St. Louis-based TDK Technologies for a solution.
A law enforcement organization wants to let police officers across multiple jurisdictions use smartphones and other Windows-based mobile devices to access and share vital information, from any location. TDK Technologies makes it happen. …Read More
Defying the Odds
With Dynamic, Caring Leadership
During the 2008 financial crisis, St. Louis-based Cornerstone Mortgage, Inc. witnessed its most robust growth in years. Ironic, given that the crisis took a huge toll on the mortgage lending industry. But not surprising to anyone who knows Angi Stevenson, Cornerstone’s Senior Vice President and COO, and President and CEO Jim Dean.
The duo co-founded Cornerstone Mortgage, Inc. in 1995 with “nothing to sell but customer service,” Ms. Stevenson recalls. So they worked hard to sell the best service in the business, earning a reputation for integrity and excellence along the way—a foundation that paid big dividends during a tumultuous time. …Read More
Award-Winning IT Firm
Sets the Bar
In the highly competitive staffing industry, companies are relying on innovative ideas to help them stand out. No company understands that better than Technology Partners, a leading information technology firm with an extensive list of clients across the nation. As a trusted technology partner with a proven reputation for timeliness, quality and value, Technology Partners is expert at providing efficient IT solutions and staffing services.
“Our dedicated team not only understands and values how important transparency, …Read More
Holistic Retirement Planning, Comprehensive Wealth Management
They’re the largest and arguably the most influential generation in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers move into retirement, they need someone to show them the way – a trusted partner with the expertise and experience to help them make the most of their retirement years. For thousands in the Kansas City metro area and beyond, that partner is Retirement Solutions Group, Inc. …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
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