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Giving back is part of how we measure a good year.This season, our advisors Matthew Ahrens and Scott Schaeffer teed it u...
09/21/2026

Giving back is part of how we measure a good year.

This season, our advisors Matthew Ahrens and Scott Schaeffer teed it up in local charity golf tournaments—including one supporting The Dream Factory of Greater Kansas City. ⛳️

Grateful to support the organizations strengthening our community. 👏

Inflation is a lot like a busy lemonade stand. 🍋Higher rates can shorten the line by cooling demand—but they can’t creat...
09/15/2026

Inflation is a lot like a busy lemonade stand. 🍋

Higher rates can shorten the line by cooling demand—but they can’t create more lemons. That’s the Fed’s challenge: slow inflation without slowing the economy too much.

Wondering what changing rates could mean for your financial plan? Let’s talk.

Today, we pause to honor the lives lost on September 11, 2001, the courage of the first responders, and the resilience o...
09/11/2026

Today, we pause to honor the lives lost on September 11, 2001, the courage of the first responders, and the resilience of the families and communities forever changed by that day.

May we continue to remember through compassion, service, and unity.

Happy Labor Day! 🛠️Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. W...
09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, we hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

🤔 Politics can shape how people feel about the economy — even when they’re looking at the same data.Take inflation: Repu...
09/01/2026

🤔 Politics can shape how people feel about the economy — even when they’re looking at the same data.

Take inflation: Republicans expect prices to rise 2.4% over the next 12 months, while Democrats expect 4.7%. 📊

That’s a big gap — and a helpful reminder that our outlooks can be influenced by what we already believe. 🧠

Psychologists call this “motivated reasoning” — the tendency to land on conclusions that feel most consistent with what we want to believe. Whether you’re an inflation optimist or pessimist, it’s important not to let politics do the math. ✅

As the 2026 mid-term elections draw closer, staying focused on your long-term strategy matters more than reacting to headlines. 🗳️📈

Have questions about how today’s economic headlines fit into your financial plan? Let’s talk. 💬

📅 August is National Make-A-Will Month. While the topic may not be easy to bring up, it's a meaningful time to think abo...
08/26/2026

📅 August is National Make-A-Will Month. While the topic may not be easy to bring up, it's a meaningful time to think about what matters most to you and the life you've built.

🌎 It's also a natural moment to consider the mark you want to leave on the world. A will has many objectives, including helping distribute your assets, appointing an executor, and naming guardians for minor children. But a will can also reflect your priorities and what that means for your family's future.

💬 Have other estate questions? We might be able to help. Let’s find a time to connect.

📈 In the simplest of terms, stock prices are driven by two forces:• 💵 Earnings• 🤝 The price that investors are willing t...
08/20/2026

📈 In the simplest of terms, stock prices are driven by two forces:
• 💵 Earnings
• 🤝 The price that investors are willing to pay for those earnings

And this year, estimates for the “E” in P/E ratio are trending up. ⬆️ As you can see in the chart, the 2026 and 2027 estimates for the Standard & Poor’s 500 are higher than they’ve ever been, following Q2 earnings revisions. 📊

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
08/18/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Back-to-school season is bringing higher costs for many families.A new analysis found that a typical basket of school it...
08/17/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

Big congratulations to Tony Moeller, Partner and Senior Advisor at MN Wealth Advisors, for being named a 2026 Five Star ...
02/25/2026

Big congratulations to Tony Moeller, Partner and Senior Advisor at MN Wealth Advisors, for being named a 2026 Five Star Wealth Manager!

This marks the 14th time Tony has been recognized by Five Star Professional, including an incredible 12 consecutive years earning this distinction. This honor reflects Tony’s unwavering commitment to his clients and his dedication to delivering thoughtful, personalized financial guidance year after year.

We’re proud to celebrate this well-deserved achievement!

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6800 W 115th Street
Overland Park, KS
66211

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