Your source for valuable insights

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

Thanksgiving table setting

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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Young couple meeting with financial advisor

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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woman window shopping

Unsubscribe for More Savings

May 06, 2024 |Margaret Ann Haake

Planning for your future can be as easy as reviewing your monthly subscription list and canceling what you aren't using. We developed a convenient list to help you make sure you aren't throwing your money away on useless subscriptions anymore.

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

Teach your children well

Mar 15, 2023 |Kristie Svejda

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

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Photo of lottery tickets

Reality vs. The Dream

Nov 09, 2022 |Kristie Svejda

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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Woman shopping at mall

Financial self-care

Jan 27, 2022 |Kristie Svejda

Ladies, start your new year with financial self-care

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Halloween photo

Life at arm's length

Nov 09, 2021 |Kristie Svejda

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

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Woman with Arms outstretched

Finding motivation in our new world

Aug 13, 2020 |Kristie Svejda
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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Hands with fingers touching

When the parent becomes the teacher

Mar 27, 2020 |Kristie Svejda

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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