Weekly Commentary – 9/25/09: Be Prepared!

 

The Boy Scout motto is very applicable to our personal/financial lives.  Many of us will spend more time planning our next vacation, and actually have checklists to make sure we don’t forget anything, than making the same effort in preparing for unexpected events in our lives.

A Disaster Recovery File may be the answer.  Such a file includes detailed information that your spouse, children or other family members will find extremely helpful and necessary if something were to happen to you.  Such a file or plan is a much better proactive response than rifling through drawers, file cabinets and frantically searching for information after an event has occurred such as a fire, tornado or accident, etc. 

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October 14th – “7 Do’s & Don’ts to Cope with a Layoff”

Village Presbyterian Church Career Transition Center presents this

FREE Education Program

Wednesday, October 14, 2009
9:00am – 11:00am
Village Presbyterian Church
6641 Mission Rd, Prarie Village, KS 66208

RSVP to Debra or Sally, 913-897-2074 or dkunz@iia-kc.com
This event is open to the public.

Your next career move, money, retirement and family depend upon how you manage this life transition.

  • Learn what to start doing and what to stop doing
  • Protect your family
  • What to do, and not do, with your 401k

Program donated and taught by:
Debra Kunz, MBA, CSLP
Strategic Life Planning Director
Integrity Investment Advisors
913-897-2074
dkunz@iia-kc.com
www.iia-kc.com/life-and-business

 About the Speaker:  Debra Kunz is a speaker, author and coach on life and business issues such as strategic life planning, team dynamics and business changes. She teaches individuals, groups and businesses, to create their life and business instead of just react to it.

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Weekly Commentary – 9/18/09:Credit Fraud and Identity Theft

My wife and I were victims of identity fraud this summer.  While on vacation we were alerted by a phone message from a national department store regarding an online purchase we didn’t make.  Without going into all the details, we were able to take corrective action and close any illegally accessed accounts and are currently working with the local police to pursue the criminals.  We were not responsible for any unauthorized charges. 

 Thus far, we have been impressed by how quickly we were able to closes accounts down and get the various credit card companies and banks to take corrective action.  Based upon my personal experience, I asked Toan Nguyen, IIA’s Director of Operations, to give you some information that may allow you to monitor and protect your credit.

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Weekly Commentary – 9/11/09: Same Economy, Different Perspectives

  • In this week’s commentary I am including links to interviews on Yahoo and CNBC in which two economic professionals lay out very valid arguments on which direction the economy and stock market will go in the coming months.  I recommend you take the time to view both of them. 
  • Only time will tell if either professionals’ analysis / prediction is correct.  I would just hope that instead of either extreme occurring (boom or bust), we just have a gradually improving economy and stock market and very modest corrections along the way.  In this environment I believe dollar-cost averaging (investing the same dollar amount over several months) may be the best strategy for putting cash to work.   

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September 18 – “Choose Your Life” Commencement Speaker, Heritage College

“Choose Your Life”

Heritage College
Graduation Ceremony
Friday, February 18, 2009, 7pm
John Knox Village Pavilion
Lee’s Summit, MO

Debra Kunz, MBA, CSLP has the honor of presenting the commencment address for Heritage College graduation. 

If you would like to hear the program, please email or call Debra, dkunz@iia-kc.com or 913-897-2074.  She has a limited number of reserved seats available for guests.

About the Speaker:

Debra Kunz, MBA, CSLP is the Strategic Life Planning Director for Integrity Investment Advisors.  She’s a speaker, author and coach on issues such as life planning, business change, and team dynamics.  Her experience spans eight industries during the last 17 years and includes entrepreneurial businesses to globally based conglomerate organizations.  Debra works with business leaders and owners who have reached a crossroads, or feel as if their life and business has stalled, and helps them create a strategy, get focused and take action.

For more information visit www.linkedin/in/debrakunz or www.iia-kc.com/our-company/our-team/#debrakunz.

www.iia-kc.com/life-and-business

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Weekly Commentary – 9/4/09: Bullish News / Bearish News

Bullish news 

For the first time since January of 2008, an index based upon a survey of U.S. manufacturing purchasing managers crossed a threshold indicating growth in manufacturing output.  Separate surveys showed manufacturing activity grew in China, France, Australia and other countries.

A recent pick up in the number of new companies filing for initial public offerings may indicate the U.S. stock market still has some steam left in it.  A rise in IPOs indicates that risk tolerance among investors is increasing and corporate confidence is returning.

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