After years of serving Kansas City clients, and clients from across the country, there isn't much we haven't seen. In our blog, you'll find answers to some of our most common questions, a few rare ones, and maybe even some commentary on things we're into! Check it out, and feel free to leave us a comment when you're done.
Friday, January 13, 2023
Doing Good Through Financial Planning Chat GPT...Fair warning: This blog isn't really about doing good through financial planning.As 2022 wound down, one of the tasks I meant to do, but didn't get done, was to write a blog...
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Tuesday, November 15, 2022
for their own retirement? Additionally, financial stress is one of the leading causes of absenteeism and unproductivity at work, as well as one of the leading drivers of personal relationships failing. Why is this? There...
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Monday, October 24, 2022
There has been a lot of buzz, both positive and negative, around sustainable investing recently. So, why and how are Environmental, Social, and Governance (ESG) principals relevant to the investment selection process? For the research...
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Monday, September 26, 2022
Life Insurance Blog What is important to you in life? Who or what do you care about most? What would happen to them if you were not here anymore? WHY LIFE INSURANCE?Life insurance is a way to lessen the financial risk of a...
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Thursday, August 25, 2022
Well, step one would probably be to celebrate. Even if you disagree with the rationale for the forgiveness, the fact remains you've experienced a non-trivial financial windfall which you can leverage to help improve your future. Here...
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Thursday, August 25, 2022
Individual Participant Advice Program (IPA) Is choosing your own investments in your workplace retirement something you wish you had help with? Is your workplace retirement plan invested to work in tandem with your other...
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Monday, June 27, 2022
I won’t sugar coat it- the stock market has had a tough start to 2022. However, I encourage you to consider ways to benefit from this cycle, which will potentially help you reach your financial goals in the future. We have...
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Tuesday, May 31, 2022
Happy Mental Health Awareness Month! I am especially thrilled to write about this month’s blog topic because I am a passionate mental health advocate. BMG Advisors sponsored the 2022 Mental Health KC Conference. The focus...
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Wednesday, January 19, 2022
New Year’s resolutions can be challenging. About 35% of people in the USA kept stuck to their resolutions for 2021, which is great, but that means 65% of us let some or all of our resolutions drop. Of all the New Year’s...
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Wednesday, October 27, 2021
Ever bought something because you were disappointed or stressed out and needed a boost? Ever sold a stock because it was doing a bit too well and had to be due for a correction? Then you, in practice, experienced Behavioral Finance....
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Friday, July 23, 2021
This week my husband and I did something 18 years ago I felt was impossible- we made our 1st college payment. When our 1st daughter was born, we were a couple of broke 23 year olds. We were starting out in life, and really were living...
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Monday, June 28, 2021
Six years ago, in Obergefell v. Hodges, the United States Supreme Court gave all Americans marriage rights. A year ago, the Supreme Court decided on equal employment protections for the gay and transgender community. These decisions...
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Wednesday, May 26, 2021
Who remembers when the most dangerous thing you could do with a computer was driving a wagon on the Oregon Trail? At the same time, trying to avoid dying from cholera, dysentery, and typhoid. When the screens were green, it was a...
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Thursday, May 20, 2021
6 Ways to Prevent Cybercrime: Steps You Can Take Now to Protect Your PII (Personally Identifiable Information) Have you ever had money stolen from your checking account? I have, three times over the last 13 years. Fortunately, my bank...
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Friday, May 7, 2021
What do snack maker Utz, electric vehicle firm Fisker, and smart home tech company Vivint have in common? They all went public via SPAC last year. SPAC is one of the many acronyms that swirl around finance and financial news, even...
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Wednesday, April 28, 2021
The NFL draft is quickly approaching. Tomorrow, Thursday, April 29, 2021, is the first day where 32 young men will be selected to play on a level they have dreamed of for a long time. Over the following two days, rounds 2 through 7...
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Monday, April 26, 2021
6 Budgeting Tips To Get Your Online Shopping Under Control Have you found yourself shopping online more than usual? Well, it has probably become a standby thing to do when you’ve become bored? What started as browsing from...
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Thursday, April 22, 2021
2020 was a rough year, but the stock market came out ahead in a big way. Indeed, the S&P 500 index has returned nearly 40% from March 1 2019 to March 1 2021, despite the turmoil of the intervening two years. In non-retirement accounts,...
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Tuesday, March 30, 2021
How much would you pay for a video clip of Lebron James dunking a basketball? Just the clip, to be clear, not a physical copy of it, but something on par with a YouTube video. If the answer is $0 then you might just be behind the times...
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Wednesday, March 17, 2021
On certain days, especially during the pandemic, the market seems to become especially shaky, climbing of falling in search of a new equilibrium. Often there is an obvious widely discussed news item that I can point to explain this...
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Thursday, January 28, 2021
If you've received a handwritten card from us, you may have noticed that some of the addressed envelopes have some pretty sloppy handwriting! So with that, we wanted to introduce you to our newest members of your "staff" - our kids! As...
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Tuesday, September 8, 2020
Can your money "Do Good by Doing Good?" At BMG, we think so. It’s not a secret that investors seek positive returns from their investments. However, some desire to also make a positive impact on the world. That's where the terms...
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Tuesday, September 8, 2020
In some ways I feel weird, and completely unqualified to be writing this blog. #MomBoss may be what I am, and yes, I do my best, but I’d be lying if I said this hasn’t been a hard year for me, too. I’ve been thinking...
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Wednesday, August 26, 2020
OK, first thing's first. You've probably heard of "TNSTAAFL" before. (There's no such thing as a free lunch.) If you haven't it's the idea that NOTHING is "free," including this article. Why? Because it costs your time (i.e....
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Thursday, May 7, 2020
The Pandemic is Forcing Employees to Face Early Retirement. How Do I Handle Medicare Enrollment? We're seeing a lot of people being forced into making a retirement decision. It can be overwhelming. Are you prepared? As the Medicare...
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Tuesday, April 21, 2020
An open letter to friends, connections, and especially other pro athletes: When I knew I had the opportunity to play in the NFL, my family and I knew the smart thing to do was start to interview financial advisors. With the amount of...
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Tuesday, April 7, 2020
Especially now, I need to get something off my chest. Two days ago, my partner, Jen, and I had a scheduled call with a consultant via Zoom. He was a business coach, and had come recommended to help us grow our business. No harm in that...
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Tuesday, February 11, 2020
When I started my second career as a financial advisor many years ago, my main interest was helping the baby boomers with the decisions they inevitably will have to make as they age. It's my passion! There are a few changes to Medicare...
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Friday, January 10, 2020
Small Businesses need to know this about The Secure Act The other day, I posted my very first blog post on what individuals need to know about the new Secure Act, which was recently added into the budget by Congress. Overall,...
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Wednesday, January 8, 2020
By now, you may have heard about a new change to our tax law that Congress included in the most recent budget called the SECURE Act, an acronym for “Setting Every Community Up for Retirement Enhancement.” With a name like...
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