Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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AI through an ESG lens

Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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The benefits of a financial chat over the holidays

Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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When the parent becomes the teacher

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

In the midst of these serious times and multiplying priorities, The Hollub & Svejda Group shares this multiplication tip for parents serving as teachers.

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Finding motivation in our new world

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®
Five-months into quarantine I find myself reaching for motivation. What can I do to make today better or different than yesterday? I live on an adorable cul-de-sac in the heart of Kansas City, we have a cul-de-sac facing both east and west and both circle...
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Life at arm's length

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

Don’t let an ‘arm’s length view’ of investing prevent you from seeing the whole picture.

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Financial self-care

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

Ladies, start your new year with financial self-care

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Reality vs. The Dream

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

We all can understand the allure of the “Get Rich Quick” possibility that comes with buying a lottery ticket, but scheduling automatic contributions to savings and retirement accounts can be just as easy – and, in the long run, more rewarding.

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Hiker looking out over mountain range representative of looking out for your legacy.

Teach your children well

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

Alegbra and Compound Interest: How to make sure we are setting our kids up for success

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