CONNECT

Address:

4801 W. 110th St., Ste. 200
Overland Park, KS 66211

Phone:

(913) 648-5526

Fax/Other:

(913) 648-6798

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Retirement

Investing

  • Growth Stocks vs. Value Stocks

    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Mutual Funds

    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

  • Investment Risks

    Understanding different types of investment risk can help investors manage their money more effectively.

  • Asset Classes

    There are 5 broad asset classes that you should take into consideration when constructing your investment portfolio.

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee against investment loss.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Cash Management Tools

    Short-term cash management instruments can help you establish a sound cash management program.

  • Managing Cash

    There are numerous investment alternatives available to help provide liquidity.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck