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Back to the Basics: Total Value

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2019, SLC Fall 2019, Tax Planning by Scott Dougan

So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …

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Briefcase Study: “So, compared to others, how are we doing?”

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2019, SLC Fall 2019 by Scott Dougan

This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …

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2019 Fall Festival Raffle Silent Auction

In Articles, Articles: Kansas City Office, Fall 2019 by Scott Dougan

We look forward to seeing you on Tuesday, October 29 for the 2019 Fall Festival Raffle & Silent Auction at Boulevard Brewing Company. Our goal this year is to raise $10,000.00 for Make-A-Wish! Evening Agenda 6:00-7:00pm Cocktails & Appetizers – Introduction, Silent Auction, Raffle 7:00pm Dinner 8:00pm Raffle, Silent Auction Winners Announced 9:00pm Evening Concludes Raffle & Silent Auction: Items …