By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. It’s one of the most common question types we hear from clients and prospective clients. “Should I wait to...
By Marc C. Shaffer Did you know that a very important part of our work at Searcy Financial® Services happens outside of client meetings, portfolio reviews, and financial planning updates? We spend a significant amount of time building relationships with professionals...
By Marc C. Shaffer As a financial advisor, I spend most of my days helping people think long term. Retirement planning...Investment management...Estate considerations...Tax-efficient strategies. The conversations are meaningful and often serious. But mindset matters...
By Marc C. Shaffer As a financial planner, I’ve read countless books about money, investing, and building wealth. Few have resonated as deeply as Carl Richards’ Your Money: Reimagining Wealth in 101 Simple Sketches. The beauty of Carl’s work lies in its simplicity, as...
When some people think about the value of a financial planner, their minds jump straight to investments and money management. Will the planner “beat the market”? How does this advisor’s returns compare to other advisors? While investment management is important,...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO Environmental, Social, and Governance (ESG) investing has become a hot topic in the financial world. Some investors seek to align their portfolios with their personal values by supporting companies they...
At Searcy Financial® Services and Allos Investment Advisors, we believe that understanding people is the foundation of great teamwork, powerful client relationships, and effective collaboration. That’s why we’ve made tools like the Predictive Index (PI) and...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO A Thoughtful, Tax-Aware Investment Transition Strategy When you transfer after-tax investment accounts to a financial advisor, you might expect them to immediately sell everything and reinvest according to...
By Gabriel Baldonado Internships can feel overwhelming, especially in finance where there’s so much to learn upfront. As a new intern at an RIA (Registered Investment Advisor), here are a few tips and tricks I’ve learned that can help you get started on your...
We are honored to be named as a top performing RIA firm across the country according to Charles Schwab’s independent benchmarking study. Our President and CEO, Jessica Kmetty, was asked to present to 1,300 Schwab advisors on best practices for RIA firms during the 2022 RIA Benchmarking Study webcast.