One of our favorite investors is Benjamin Graham (1894-1976). Ben was a Columbia University professor and lifelong friend, and teacher of Warren Buffett. After college, Warren worked for two years at Ben Graham’s firm, Graham-Newman. Warren’s son is even named “Howard Graham Buffett.” Ben is … [Read more...]
Windward Passages: Six Ideas From A World-Famous Investor
Windward Community: 33 Free Things to Do in Kansas City
HELP I’M BROKE With tax day looming, you may not have much extra change for entertainment this weekend. Never fear, we have you covered. In fact, we have you covered for the rest of the year. Just check out this list of 33 Free Things to do in Kansas City. Why not try one each weekend! This … [Read more...]
Windward Passages: Protect Yourself From Identity Theft
Coping with Identity Theft In general Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit cards, open new … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Help! I Can’t Pay My Tax Bill
You're almost done with your federal income tax return, and you're already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you've just received an IRS notice in the mail claiming that you owe $9,000 for the … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act
529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the … [Read more...]