Investment

February 7, 2020

Aesop on Finances – Part One

As a financial advisor, I get a lot of questions. Some people ask me if it’s a good time to invest in the markets, or if they should be sticking their money under a mattress. Others ask me about the economy. A few ask me about specific investments. But the most common question I get is probably the best. “What,” they ask, “is the number one tip you can give me?” So here’s my answer: Precautions are useless after a crisis! You’re probably wondering what I mean. It’s simple. When’s the worst time to buy a home-security system? After a […]
January 30, 2020

Wuhan Flu has markets on edge but…

By now, you’ve probably heard about the coronavirus outbreak in the Chinese city of Wuhan. As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.1 Most cases have been within China itself, but the virus has spread to a small number of individuals in over fifteen countries. As you can imagine, the outbreak has put global markets on edge. On Monday, the Dow dropped over 450 points due to concerns about the virus’s spread.2 While there’s no reason to be alarmed, this is a good opportunity to remind ourselves why taking a longer view is […]
December 7, 2016
Five Traits For Successful Investing Financial Advisor Wealth Managers Overland Park Kansas

Thinking Forward – Five Traits For Successful Investing

November 30, 2016

Thinking Forward – Adoption For Your Next Furever Friend

November 23, 2016

Thinking Forward – So much to be thankful for in America

Blog True Blog Thinking Forward – So much to be thankful for in America Post written by Brian Paulsen | Personal Wealth Manager It has been an interesting few months. A lot of division, a large portion of the US unhappy and concerned about the future with the election outcome, the media doing its best to convince us of our eminent decline. The markets did not collapse, the sun did come up, and we continue to be the beacon of hope to the world. Why? Because what makes America great is not our politicians, it is each of us. My […]
November 16, 2016

Thinking Forward – Who Are We – Millennials Part 1