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August 6, 2019

Women and finance: Staying involved

In 1809, Mary Kies became the first American woman to hold a U.S. patent in her own name for her original way to weave straw with silk.    In 1825, Rebecca Lukens became the first female CEO of an industrial company in the United States, and was inducted into the National Business Hall of Fame in 1994.    In 1839, Mississippi passed the Married Women’s Property Act, which gradually strengthened women’s claims to ownership and financial independence.    Just think, this was all before women were even allowed to vote!    Women have been more than involved in business and […]
July 1, 2019

Providing for your pet: An estate plan for Fido

When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]
July 6, 2016

The Big Picture of Diversification

The Big Picture of Diversification: A Lesson on the Golf Course A few years ago, I was out playing golf with some friends.  We had decided to play the Overland Park West course that winds through the upscale Nottingham by the Green neighborhood.  On this particular afternoon the weather was quite wonderful; 75°, slightly overcast, very light breeze, with mild humidity.  We began by taking our tee shots on the first hole. As with any tee shot, you must always think about your second shot.  You must be mindful of trees, traps, hazards, and in the case of this course, […]
April 22, 2016

Why True?

At True Private Wealth Management, we understand your wealth needs are unique to your place in life. We work in partnership with you to design a personal roadmap to guide you from where you are today to where you want to be in the future. Since 2003, we have been working with individuals, families, and business owners to grow and protect their wealth by managing portfolios designed to optimize the chances of their success. When you hire us as your trusted adviser, we use our proprietary, research based strategies and investment techniques that we have created to work successfully in […]
April 21, 2016

Retirement Planning

Choosing to retire is a huge step in life. Many times it’s an irreversible decision. At first glance it may seem as though it’s a daunting task. One that you’d like to push off to a later date. We encourage you not to push it off. Our clients will tell you that sitting down with us and talking through the process to retirement is rewarding. (Yes, everyone wants to know “Do I have enough to retire?” but we find that even though you may certainly have enough, you may not be mentally ready.) Being mentally ready for retirement is a […]
April 21, 2016

The Primary Determining Factor in Growing and Protecting Your Wealth

Few in our industry will tell you this. But I’m going to put it front and center… The primary determining factor of long-term, real-life investment returns is determined by the behavior of the investor. This primary factor is more important than all of the other factors for investing success combined together. Please, take a moment and re-read the previous paragraph. Research shows1 time and again that investors are best served making a financial plan, funding it with a diverse selection of quality investments, and then investing in those portfolios for a working lifetime. citation: 1 Brinson Study citation regarding 90% […]