High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth.
Don’t put all your eggs in one basket. It’s a colloquial saying we’ve heard many times, and it’s an important one when it comes to your investment strategy. We know diversification makes good sense and can help you reach your long-term goals. But occasionally, a certain stock will come along that can make you throw disciplined investment principles out the window. Sometimes, the allure of individual stocks is just too attractive to the average investor.
By Alex Graham
I received Mindset: The New Psychology of Success by Carol Dweck as a gift from my dad a few months after I had graduated college and moved away from home to Portland, Oregon.
This isn't your classic "self-help" type of book, but a book where Dweck shares her research on the power of our mindset and the physiology/science behind it.
By Ryan Brooke, CFP®, ChFC®
Was retirement on your mind pre-pandemic? Whether you were already planning for your retirement or you’re just starting to set a date now, chances are retirement might look and feel different in a post-pandemic world.
By Dena Fischer
There is no doubt that the loss of a parent is a life event that leaves a lasting gap in the emotional framework of your life. Losing both in a short period of time is a devastating experience, as I can personally attest. I lost both my parents during the pandemic, not as a result of it, they just both had health issues that finally caught up with them.
Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.
Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)
Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges.
Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.
We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.
By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business.
We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.
Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.
Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection.
Discussing books, new and old, and why we find them valuable.
Discussing issues related to engagements, marriage, divorce and remarriage.
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