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Employee Spotlight: Brook Chavers

In Articles, Articles: Kansas City Office, Spring 2020, Team Spotlights by Scott Dougan

Brook Chavers, Client Services Associate Brooke moved to Kansas City to study music and literature at the University of Missouri – Kansas City. She is a St. Louis native and visits home often to attend baseball games with her family, at Busch Stadium. Her favorite thing about Kansas City is its rich artistic culture. She enjoys going to the symphony …

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Back to the Basics: The Great Decluttering

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Investment Management, SLC Spring 2020, Spring 2020 by Scott Dougan

For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Sitting in your home due to quarantine, there’s never been a better time! Looking back, we spent an entire childhood wishing for more things like bikes, games, our own room. Then …

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Briefcase Study: What Is Your First Memory Of Money?

In Articles, Articles: Kansas City Office, Briefcase Studies, Spring 2020, Tax Planning by Scott Dougan

What Is Your First Memory Of Money? A few years ago, I was talking with a man who was contemplating retirement. He and his wife had worked very hard for a long time and had accumulated considerable assets and carried no debt. As we ran and re-ran the numbers, tweaking and questioning all assumptions and variables, he continued to struggle …

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2020 Spring Newsletter

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office, Spring 2020 by Scott Dougan

ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded to a halt, markets have declined steeply, and people are left to wonder how this all plays out. Meanwhile, we’re sitting in our homes trying to be patient, while quietly battling anxiety and loneliness. The only solace, it seems, is …