Allos Investment Advisors?, LLC

Our team members are wearing #lotsofsocks to build awareness on #worlddownsyndromeday! Around 1 in every 800 babies will be born with Down syndrome. To learn more, visit: https://lnkd.in/gX4VD-9 Looking for more fun socks for next year? Check out https://lnkd.in/eKMfSyi #WorldDownSyndromeDay2025

Every day is an opportunity to create a living masterpiece. -Michael Gervais

Did you know Friday (March 21) is #worlddownsyndromeday? Let's start the conversation by wearing #lotsofsocks! Believe it or not, socks get people talking! On Friday, choose some socks that are going to get NoTiCeD! They might be mismatched socks or your craziest and most colorful socks, whatever you like! The idea is to start a conversation, so when people ask you about your socks you can tell them, “I’m wearing them to raise awareness of Down syndrome”. And then you can tell them everything you want them to know about Down syndrome. Don't know much? Would you rather have a place to send them to learn more? Start here: https://lnkd.in/gX4VD-9 Looking for more fun socks for next year? Check out https://lnkd.in/eKMfSyi #WorldDownSyndromeDay2025

??Risk Tolerance Profile - https://bit.ly/3tJDH5k Take Allos' risk assessment now to find out what portfolio or group of portfolios is best suited for your risk tolerance. Begin your journey to financial independence today!

JOIN THE CONVERSATION: What fun purchase are you saving for?

We had a great time with the Greater Kansas City Chamber of Commerce at their 2025 Small Business Superstar Reception! Thank you for including Allos as a #SmallBizSuperstar!

Prevent a Rift: Money Tips for Newlyweds Full article: https://bit.ly/3QnLku2 A survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail. Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. ?? 10 Tips for Newly Married Couples 1?? Communication - Couples should consider talking about their financial goals, memories, and habits, as each partner may come into the marriage with fundamental differences in experiences and outlooks driving their behaviors. 2?? Set Goals - Setting goals establishes a common objective that both partners become committed to pursuing. 3?? Create a Spending Plan - A budget is an exercise for developing a spending and savings plan that is designed to reflect mutually agreed-upon priorities. 4?? Set the Foundation for Your Financial House - Identify assets and debts. Look to begin reducing debts, while building your emergency fund. 5?? Work Together - By sharing the financial decision-making, both spouses are vested in all choices, reducing the friction that can come from a single decision-maker. 6?? Set a Minimum Threshold for Big Expenses - While possessing a level of individual spending latitude is reasonable, many couples abide by the guidelines that large expenditures should only be made with both spouses’ consent. Agreeing to a purchase amount should require a mutual decision. 7?? Set Up Regular Meetings - Set aside a predetermined time once or twice a month to discuss finances. Talk about budgeting, upcoming expenses, and any changes in circumstances. 8?? Update and Revise - As a newly married couple, you may need to update the beneficiaries on your accounts, reevaluate your insurance coverage, and revise (or create) your will. 9?? Love, Trust, and Honesty - Approach contentious subjects with care and understanding, be honest about money decisions you know your spouse might be upset with, and trust your spouse to be responsible with handling finances. ?? Consider Speaking with a Financial Professional - A financial professional may offer insights to help you work through the critical financial decisions that all married couples face. We would be happy to help you navigate these conversations at any stage in your relationship.

Happiness is when what you think, what you say, and what you do are in harmony. -Neil Pasricha

Sometimes in life, you just need a little help; someone to show you a new approach to reaching your financial goals when it feels like you may never make it on your own. Allos+ is a subscription service that gives you access to a financial advisor who can help you answer some of the most common financial planning questions, covering: ?? Identifying your financial goals ?? Assistance with budgeting and cash flow planning ? Retirement income planning ?? Education expense planning Learn more: https://lnkd.in/gG2dh_-Z

We’re a #SmallBizSuperstar! Thanks to everyone who submitted us for the Greater Kansas City Chamber of Commerce's Small Business Superstars program this year. We can’t wait to shine throughout 2025.