Tuesday
Apr102012

2012 Best Financial Advisers for Dentists in America

Dental Practice Report selects Timothy Walla, CFP® to the 2012 Best Financial Advisors for Dentists in America List

Walla Street Wealth Management, Inc. is pleased to announce that Timothy Walla, CFP®, has been selected by Dental Practice Report magazine as one of the "2012 Best Financial Advisers for Dentists in America" list in their April 2012 edition. This is the second year in a row that Mr. Walla has received this recognition.

Mr. Walla is one of only two financial advisors in the State of Kansas and in all of Greater Kansas City to be included in this year's rankings. During the interview Mr. Walla was asked, "What helps build a successful financial adviser-dentist relationship?" To which he responded, "Clear communication and disciplined process are paramount. Dentists are focused on patient care and practice management. They're looking for a trusted partner to whom they can outsource their investment management."

Candidates were selected to the list based upon client and peer references, strong recommendations from dentists, and an extensive background check. Applicants were also required to complete an extensive questionnaire listing credentials, educational background, noteworthy professional achievements, specific areas of expertise, and percentage of dentists clients.

Monday
Apr092012

Walla Street Masters Event at Nick & Jake's

Thanks to those of you that joined us at Nick & Jake's in Overland Park last Friday to watch The Masters. It was great to see everyone. We had a great time enjoying the excellent Masters menu specials, and as you can see, Tim's infamous green jacket also made an appearance. It made the afternoon all the more special.

And congrats to Bubba Watson for winning the 2012 Masters! He had a number of incredible shots to take home the top prize, and it made for some very entertaining TV over Easter weekend.

Louis Oosthuizen also deserves a mention for his incredible double eagle "albatross" on the 2nd hole in the final round. Check it out here.

See you all next year!

Friday
Apr062012

Monthly Economic Update for April 2012

* Provided by Walla Street Wealth Management, Inc.

THE MONTH IN BRIEF

March brought gains and milestones. The NASDAQ ended the month above 3,000, which it hadn’t done in nearly 12 years. The Dow pulled off its sixth straight monthly advance, and the S&P 500 and Russell 2000 rose as well. Gas prices continued their march upward, but consumer spending did not fall. The real estate sector flashed some negative signals. Investors and economists alike mulled the effect that potentially decelerating economies in Europe and Asia might have on Wall Street. The U.S. economy, on the other hand, seemed to show further improvement.1

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Monday
Mar122012

Insights from the Street: Will I run out of money while in retirement?

3 Questions You Need to Answer to Properly Plan for Retirement:

Whether you are currently retired or quickly approaching retirement, we come across more than a few people that lose sleep regarding the above question. It doesn’t have to be that way though. With proper planning and the right guidance, you can get those extra zzzs. Here are some of the questions you might try answering to be more confident when it comes to retirement:
 
1. How much money do I need to retire?

  • What type of retirement lifestyle do you want?
  • What is your current income level?
  • What type of retirement incomes (e.g., pension, social security, etc.) do you expect to receive?
  • At what age will you retire?
  • Will you have any debts at retirement?

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Friday
Mar092012

Monthly Economic Update for March 2012

* Provided by Walla Street Wealth Management, Inc.

THE MONTH IN BRIEF

Were soaring oil and gas prices threatening the recovery? Was a new European recession exerting a drag on the global economy? In February, these questions barely dented the prevalent optimism on Wall Street. The Dow gained 2.5% for the month and settled above 13,000 on February 28; it hadn’t closed that high since June 2008. Energy futures set the pace in the commodities sector. The housing market offered some hopeful signals. Our economy seemed to be clearly on the mend, although the economies of China and certain EU nations appeared poised for soft landings or mild recessions. It was a strangely calm month, one in which the stock market behaved like a mature bull market.1,2

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Thursday
Feb162012

Insights from the Street: Are People Really Retiring Later?

True or false? You may have heard this claim before (or something like it): “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.”

Recently, a big-name economist disputed that belief. In a commentary for Bloomberg, former White House budget director Peter Orszag wrote that some of the statistics don’t seem to back up this conventional wisdom, but perhaps it all depends on which statistics you cite.

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Tuesday
Feb072012

Monthly Economic Update for February 2012

* Provided by Walla Street Wealth Management, Inc.

THE MONTH IN BRIEF

In recent stock market history, there have been many peaks and valleys. January 2012 represented a peak; it was the best January for U.S. stocks since 1997, with the S&P 500 rising 4.36%. It was also the S&P’s best month overall since October. Wall Street seemed to worry a little less about Europe during the month and a little more about subpar stateside indicators like consumer spending and home sales. Still, the mood was definitely bullish.1,2

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Thursday
Jan192012

Insights from the Street: A New Hope

French President Nicolas Sarkozy spoke at a press conference just days after Standard & Poor's stripped
his nation of its AAA-rating, which also resulted in a ratings cut for the European Financial Stability Facility

"We enter 2012 with a great deal of hope, but our hopes are not for more bailouts, or money printing, or any of the myriad policies that investors seem to hope will save bad investments and sustain elevated valuations. Instead, our hope is that in 2012, the market will finally "clear," in the sense that bad debt around the world will be recognized as bad and restructured; that overleveraged financials will be taken into receivership instead of forcing austerity on every corner of the global economy in order to make them flush again; that rates of return will rise enough to compensate and encourage saving – and high enough to encourage borrowers and other users of capital to allocate the funds productively. Of course, in order to restructure bad debt, someone has to accept a loss. In order for rates of return to rise, valuations must decline. In short, our hope is for events that will unchain the global economy from an irresponsible past and open the gates toward a prosperous future. Maybe that is too hopeful, but we are not entirely convinced that bailouts and 'big bazooka' will be as easily procured in the year ahead as a confused public has allowed in recent years."

– John P. Hussman, Ph.D. (hussmanfunds.com)

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Tuesday
Jan102012

Monthly Economic Update for January 2012

* Provided by Walla Street Wealth Management, Inc.

THE MONTH IN BRIEF

The Dow advanced 1.43% and the S&P 500 rose 0.85% in December, but there was no major “Santa Claus” rally at the end of 2011. As a result, the Dow wound up +5.53% for the year while the S&P 500 posted a 2011 loss of 0.003%. While the year was hardly spectacular for U.S. stocks, our benchmarks outshone many others. Last month, we learned that the jobless rate had fallen and we glimpsed more hints that the real estate market could be inching toward some kind of recovery. Shoppers spent freely for the holidays while legislators managed to extend the payroll tax holiday. It was a bad month for many commodities but a good month for the dollar.1

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Thursday
Jan052012

New Year's Resolutions & Client Satisfaction

It's that time of year again. Everyone is making resolutions for the new year, so we thought we'd establish a few of our own resolutions and goals for 2012.

As an end-of-year exercise, we recently sent a Client Satisfaction Survey to all our clients. On a scale of 1 to 5, we asked our clients to rate our performance in areas such as customer service, communication, expertise, and professionalism.

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