by msfinancialresources | May 14, 2025 | Financial
Clients, friends, and colleagues: Recent market movements may be causing some concern, and I want to take a moment to both acknowledge your feelings and provide some perspective during this time of volatility. Market fluctuations, while unsettling, are a natural part...
by msfinancialresources | Jul 25, 2024 | Financial
I hope you are enjoying your summer. Some highlights from my family include: a trip to Arkansas to see relatives, Emma enjoyed her first firework show, and our tomatoes are bountiful and finally ripening in the garden! As for Angel, her oldest son recently...
by msfinancialresources | Jan 19, 2024 | Financial
I hope all of you are staying warm and your year is off to a great start! Angel and I hit the ground running and have our 2024 Events all booked and lined out. If you’re a Schwab client with our firm, watch for your formal New Year’s Letter and 2024...
by msfinancialresources | Dec 5, 2023 | Financial
We recently announced our annual donation drive in partnership with Midwest Financial Partners, to benefit City Union Mission of Kansas City, Missouri. Donations will be accepted at our office until Friday, December 8. Click here for a list of the most-needed items....
by msfinancialresources | Sep 8, 2023 | Financial
Workplace savers’ confidence to retire was shaken by the 2022 market declines—so much so that only 56% felt on-track in May 2023 for retirement, a full 12 percentage points less than the 68% level of 2021. That year, the Dow Jones Industrial Average was up nearly 19%...
by msfinancialresources | Jul 21, 2023 | Financial
Wealth—like beauty, apparently—is in the eye of the beholder. Because while 48% of respondents surveyed by Charles Schwab reported feeling wealthy, their $560,000 average net worth (total assets excluding real estate) was only about 25% of the $2.2 million they said...
