About Joel

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So far Joel has created 8 blog entries.

What’s Driving the Recent Volatility? A Quick Guide

2022-05-02T17:20:52+00:00

The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines "more aggressively" as a likely series of 50 basis point rate hikes, beginning with the May Federal Open Market Committee meeting. This will mark the first time in 22 years that the Fed has doubled [...]

What’s Driving the Recent Volatility? A Quick Guide2022-05-02T17:20:52+00:00

Understanding the Fee-Only, Fiduciary Advisor Model

2022-02-28T18:12:30+00:00

We all like to think as we get older, we get wiser. The financial advisor model has also aged gracefully and has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with [...]

Understanding the Fee-Only, Fiduciary Advisor Model2022-02-28T18:12:30+00:00

Talking to Your Aging Parents about Finances

2020-06-15T16:28:40+00:00

Finances can be a touchy subject, especially between children and their parents. And as parents age, it can become even more difficult. Because parents are typically the ones who teach their children all about money. They’re the ones who give you that weekly five-dollar allowance and tell you to “make sure you’re saving some”. And [...]

Talking to Your Aging Parents about Finances2020-06-15T16:28:40+00:00

It’s A Long Game

2020-04-23T14:42:50+00:00

Investing is a long-term game. That’s boring—and that’s why no one’s talking much about it. Scary headlines sell. And many of us probably do have a bit of proverbial whiplash from March 2020. But patience is the key here, because if history has taught us anything, it’s that the markets do recover—and many times come [...]

It’s A Long Game2020-04-23T14:42:50+00:00

Top Three Common Mistakes in Financial Planning

2020-01-13T22:59:25+00:00

Financial planning—what does it mean? When many hear the term, their minds immediately go to 401Ks and mutual funds. While that’s definitely part of the picture, it’s much bigger than that.   According to Investopedia.com, “a financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings [...]

Top Three Common Mistakes in Financial Planning2020-01-13T22:59:25+00:00

Why a fee only advisor is your trusted partner

2020-01-13T22:48:40+00:00

Ok, so you’re beginning to think that maybe you need or want a financial advisor. You hop on to the Internet, all full of excitement and hope, only to find out there are words and letters all over the place that make zero sense. While an in-person chat could help us explain a little more, [...]

Why a fee only advisor is your trusted partner2020-01-13T22:48:40+00:00

Simple things you can do today to pave the way to your financial goals

2020-01-13T22:06:48+00:00

Let’s see a show of hands – who here has big financial goals?   If we were betting people, we’d venture to bet that most of you have your hands raised. That’s good. And we’d also be willing to bet that some of you are struggling with where to even begin. We’re glad you’re here. [...]

Simple things you can do today to pave the way to your financial goals2020-01-13T22:06:48+00:00

How to Retire Early

2020-01-13T21:57:36+00:00

Tired of the rat race? We hear you. It’s one of the most common pain points voiced in meetings with clients at White Sand Wealth, and we’ve spent years working with others to help them get out of the race and into early retirement. If you’re wanting to retire early, you’re in the right place. [...]

How to Retire Early2020-01-13T21:57:36+00:00

Contact Info

131 S. Water Street
Liberty, Missouri 64068

Phone: 816.429.6743

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