Broker Check

Blog

Friday, September 29, 2017

But what about identity theft? This recent Equifax breach has left many of us wondering what it means that we “may have been impacted.” The truth is, we don’t know yet. Identity thieves are patient, often waiting...

 

Thursday, August 31, 2017

You hear the term ‘Fake News’ thrown around a lot these days. It makes sense—our media has been caught in lies, and celebrity culture threatens to overtake more important things. But beneath the term ‘fake...

 

Monday, July 31, 2017

Have you avoided investing over the past few months or years, thinking that, because the future was uncertain, you were avoiding risk? If so, are you frustrated? Many people think risk and uncertainty are the same thing. However, if...

 

Friday, July 7, 2017

Is it a general sense that you have “enough”? Is it because your investment performance has been good the last few years? Does it come from comparing yourself favorably to others? OR Is it because you’ve had an...

 

Friday, June 2, 2017

Safe Distribution Rate, Value Investing, BLACK SWAN, High Yield Bond, CDSC, Mortality & Expense Ratio, Value Trap, Separately Managed Account, Limit Order, Hedge Fund, Emerging Market, Currency Risk, Tax Loss Harvesting, Market Neutral...

 

Show All

Friday, May 26, 2017

From it’s very first note, the song played at a military funeral, sunset and flag ceremonies, floods my memory. Personally, I think it is one of the most moving songs I know; just a single bugle and played entirely from the C...

 

Tuesday, May 2, 2017

Chasing returns is a popular form of the game called, “I can tell when it’s time to get in the stock market, and when it’s time to get out,” a favorite of amateur investors for many decades. This is a dangerous...

 

Friday, March 31, 2017

Four questions to ask before you retire. Will I outlive my assets? How can I know? I love my life, but I cannot imagine living another three or four decades. Do I really need to be prepared for that? Could health care expenses be a...

 

Friday, March 3, 2017

Is it worth the cost to hire a financial advisor? Wouldn’t I be better off keeping that fee for myself? These are excellent questions and the answers depend on many factors. Recently, two well respected firms have weighed in....

 

Wednesday, February 1, 2017

Do you need a financial advisor? Americans today want help in planning a successful financial outcome. But while there’s no shortage of advice— conferences, seminars, books, and, yes, financial columns in the media —...

 

Friday, January 6, 2017

Is conservative the new aggressive? Everyone wants the perfect investment—high returns and low risk. But it’s interesting that many clients who once described themselves as aggressive investors, now shy away from taking...

 

Tuesday, December 6, 2016

Luke Perry of Beverly Hills 90210 fame just turned 50. He once referred to himself as "mad, bad and dangerous to know," and now he is 50 years old and on the cover of the October issue of the AARP magazine. Does that make you feel...

 

Monday, September 26, 2016

You’ve probably worked hard to create a retirement plan that will sustain you in the future and allow you to focus on your passions and family. But did you know that there are some factors that could derail your retirement...

 

Monday, September 19, 2016

Do you get stressed over our unpredictable economy? Watching the market every day can be frustrating or exciting or both. You do your part, working hard to save for retirement and choosing suitable investments. But just doing your part...

 

Tuesday, August 23, 2016

As a boy, I recall my grandfather showing me his closet full of neckties and telling me, "never throw your ties away." He told me that even when a tie went out of style, with just a little patience, the style would make a comeback at...

 

Wednesday, August 3, 2016

If someone were to ask you, “What level of excitement do you feel for a life insurance review,” what would your response be? You might respond that you’d rather stare at a broken TV, watch your phone recharge, or only...

 

Tuesday, June 28, 2016

We would all love to spend less time worrying about our finances. One of the simplest and most effective strategies to make this a reality is first to spend some time organizing your financial house. By investing some time upfront, you...

 

Monday, June 27, 2016

As you’ve likely heard in the news, voters in the United Kingdom (U.K.) have chosen to leave the European Union (E.U.) after 43 years of membership. The resulting “Brexit” will likely affect the U.K. markets as well...

 

Monday, June 13, 2016

It recently occurred to me that I’ve been in this business for over ten years. This epiphany was an eye-opening moment for me and has caused me to spend some time reflecting on our practice and examining the reasons for my...

 

Thursday, June 9, 2016

In general, we understand the value of obtaining a second opinion, whether it is for our health, our families, or our career. When we research all the options, gather information, and get second opinions, we tend to have more peace of...

 

Wednesday, June 8, 2016

By: Michael and Toby Goostree The Greek Philosopher Heraclitus said, “There is nothing permanent except change.” Though most of us agree that change is inevitable, we often live our lives wishing he were wrong. We tend to...

 

Wednesday, May 4, 2016

For as long as I can remember, finance has always intrigued me. Even as a young boy, I was curious about how investments work and which tools and techniques were available to help people reach their financial goals. When I was 16, I...

 

Wednesday, May 4, 2016

Goostree Financial Group is an independent wealth management and retirement planning firm based in the greater Kansas City area. Led by father-son team, Michael and Toby Goostree, the firm provides comprehensive financial planning that...