Kansas City Resource Library
Articles
Browse Kansas City Articles
‘The Market’ Isn’t Your Portfolio
Ever been to a family reunion and thought, “I can’t possibly be related to these people?” You may look like them,…

A Simple Habit That Could Save You Thousands
A longtime client, Tricia, recently reached out after a conversation with a friend and shared an important retirement planning tip…

Harvesters Update
Elevated Retirement Group hosted a volunteer event at Harvesters Community Food Network on Friday, March 6th, bringing together 25 clients,…

Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many…
Newsletters
Browse Kansas City Newsletters
2026 Spring Newsletter: Kansas City
As we ease into Spring… There’s a sense of renewal in the air, the kind that invites a fresh look…

2026 Winter Newsletter: Kansas City
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and…

2025 Fall Newsletter: Kansas City
As we round the corner into another fall season, I’m reminded of just how much change we continue to see…

2025 Summer Newsletter: Kansas City
Summer, Status, and Social Security At a time when so much in the world feels potentially game-changing – whether political,…
2024 State of the Markets
Podcasts
Browse all podcasts
Scott Dougan
Managing Partner
Kansas City
Listen Now
Browse by Category
What are you looking for?
Contact Us to Schedule a Conversation

