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Financial Planning & Wealth Management Topics

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.
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