May 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on June 2, 2022) The market stabilized in May, although volatility still made for some tough days.  Overall, the Nasdaq was off -2.05% (that seems awesome compared to the -14% in April), but we had small gains in the DOW of .04% and .01% on the S&P.  That…

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April 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on May 6, 2022) I hope you all celebrated Cinco de Mayo with some delicious food!  My favorite is a good beef enchilada.   Stocks had a rough April with the Nasdaq off almost 14%, the S&P over 9% and the Dow was off over 5%.  You can see…

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February 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on March 2, 2022) Today has a good feel, like Spring in Topeka.  It always feels good when the markets run to the upside like they did today, with the three major indices up over 1.6%.  We’ve had a rough February driven by the invasion of Ukraine by…

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Money Lessons We Wish We Learned Sooner

What’s the first big lesson you learned about money? How did you learn it? Many of us start learning about finance as kids.1 We watch those around us, and we learn by trial and error.2 That can teach us some important basics about finance. And it can open the door to learning some of life’s…

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Now & Future Costs

What do you think inflation will do over the next year? What about the next 10 years? When you see the word “inflation,” do you fall asleep? Panic? Click to the next thing? It’s with us all the time, but most of us don’t spend a lot of time thinking about it (beyond noticing higher…

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January 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on February 1, 2022) The stock market made a correction in January and was painful for all of us owning stocks.  The DOW was off 3.32%, the S&P 5.26 and the Nasdaq 8.98%.  These numbers don’t look as bad as most of the month felt thanks to a…

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Creating Better Financial Behaviors

We can’t control what markets or economies do. But we can control ourselves. No matter how much investing experience you have, uncertainty can get in the way of making good financial decisions. In fact, when market turbulence lets fear creep in, you can become vulnerable to herd behavior, panic, and irrational choices.1 And that can mean…

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December 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on January 5, 2021) December recovered nicely from a down November in stocks with the DOW adding 6.81%, the S&P 5.61% and the NASDAQ ended the month up 2.56%.  2021 ended with a 26.89% gain by the S&P, 21.39% gain for the NASDAQ and 18.73% for the DOW. …

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November 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on December 3, 2021) U.S. stocks gave back much of their October gains this past month.   November saw the S&P off -1.37%, the DOW was off -4.35% and the Nasdaq -2.53%.  The number one headwind for November was the discovery of the Omicron variant of the virus.  The uncertainty around this variant pressured…

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Social Security Considerations

Social Security is a part of most working American’s retirement plan. And there are many different scenarios to work through in order to optimize your Social Security benefits the most. In this week’s video, Scott discusses Social Security and shares considerations beyond “the monthly amount” – including tax implications, survivorship, income stability, and more. For more…

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