Buttonwood Investment Policy Committee Update - April 2025
By Kyle Hogan April 11, 2025
As the last few weeks have shown, fear and optimism can have outsized impacts on market conditions. The unprecedented Wednesday morning selloff, followed by a rally not seen since 2008, has many investors uneasy.
USA Flag - DOGE Initiative
By Kyle Hogan March 27, 2025
For many, the transition brought on by the DOGE initiative came with difficult decisions—accept a buyout package, prepare for early retirement, or manage the financial implications of an unexpected layoff. Learn how we are helping families navigate these changes.
Buttonwood Investment Policy Committee Update
By Kyle Hogan March 17, 2025
We entered 2025 with a decidedly risk-on stance in our portfolios, reflecting an optimistic view of the strength of the overall US economy and a better-than-consensus outlook on the trajectory of corporate earnings.
Photo of a balancing scale, illustrating the comparison of leasing vs buying
By Mitchell Smith March 11, 2025
In this blog post, we'll explore the key factors to consider when deciding whether to lease or buy a vehicle for your business.
A clock on a desk with a pen and notepad.
By Mitch Gasbarro February 19, 2025
As tax season approaches, it's crucial to get organized and prepared. Whether you're working with a tax professional or handling your taxes on your own, a little planning can go a long way in making the process smoother and avoiding costly mistakes.
Buttonwood Advisor reviewing year-end tax strategies
By Vince Pastorino December 4, 2024
As you gear up for a busy holiday season, year-end tax strategies tend to take a back seat, right? We get it, and we’re here to provide a summary of helpful year-end tax tips that are simple to implement!
Buttonwood Investment Policy Committee Update
By Kyle Hogan November 18, 2024
In our September rebalance for nontaxable assets, we adopted a cautiously optimistic stance, decreasing risk slightly due to election uncertainties.
Buttonwood Financial Group Investment Policy Committee Update
By Kyle Hogan October 8, 2024
After the stock market rally in the first half of the year and amidst the uncertainty of the upcoming election, for assets without tax implications, we are reducing risk by trimming some of the overweight for our active positions.
Two people on a sailboat enjoying retirement after implementing the Mega Backdoor Roth IRA strategy
By Mitchell Smith August 20, 2024
The Mega Backdoor Roth strategy allows individuals to contribute to both a Roth IRA and a Roth 401(k), then add a third Roth component to their savings. In this update we share what you need to know about this strategy, and how to work through the details to implement.
Roll of
By Jon McGraw July 19, 2024
As the 2024 election season heats up in the U.S. it’s natural for us humans to feel a sense of unease. But here is something to remember: fixating on sensational headlines can be detrimental to your financial well-being.
Buttonwood Investment Policy Committee Update
By Kyle Hogan June 14, 2024
As we enter the summer months, our existing bullish stance remains intact.
Illustration of the Buttonwood Agreement in the early 1700s
By Macy Vulgamore May 17, 2024
On May 17, 1792, a group of two dozen traders gathered at their daily meeting place – a Buttonwood tree at 68 Wall Street. Faced with chaotic markets, they made a pivotal decision: to organize their trading.
Best Businesses of 2024 badge from Three Best Rated
By Macy Vulgamore May 14, 2024
At Buttonwood Financial Group, we are excited to announce that we have once again been recognized by Three Best Rated as one of the Top 3 Financial Services providers in Kansas City for 2024
Lead Advisor, Kyle Hogan in a meeting with another Team Member
By Kyle Hogan May 13, 2024
In this blog post, we’ll explore actionable strategies that empower entrepreneurs like you to unlock hidden potential, align business strategy with personal wealth management, and position your business for long-term success.
Man looking at a laptop
By Kyle Hogan May 1, 2024
Let’s look at the Tax Cuts and Jobs Act, how it impacts individuals and businesses, and what to expect when some provisions are sunsetted.
Two people meeting over a document
By Mitchell Smith April 24, 2024
Explore five indicators that suggest you’re on solid financial ground.
Photo of a two-story home with lights on inside
By Jon McGraw April 9, 2024
The program's design essentially freezes property taxes on the primary residences of eligible seniors, offering them a more stable and predictable financial future.
Calculator on a desk with a laptop displaying a tax form
By Vince Pastorino April 4, 2024
If you’re wondering, “Do I have to file taxes for a loved one who has passed away?” the answer is “Yes.”
Man sitting at a table with a notepad, coffee cup, and laptop
By Tim Wolfe March 20, 2024
Determining how much money you need in retirement is a process. It shouldn't be a number that you pull out of thin air.
Notepad and pen
By Brian Vaporean March 12, 2024
Tax season is officially here. If you haven’t already done so, now is the time to get prepared.