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Team Corner

In Articles: Kansas City Office, Team Spotlights, Winter 2025 by Scott Dougan

Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!

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Briefcase Study: Do you make New Year’s Resolutions?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2025, Winter 2025 by Scott Dougan

Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’m not a big resolutions guy, but I’m happy to hear from others who’ve had a resolution actually stick. A friend of mine started a resolution to floss his teeth daily starting on January 1st, 2012, and hasn’t missed a day since. When you read this, assuming …

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Back to the Basics: New Year Reflection

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2025, Winter 2025 by Scott Dougan

New Year Reflection: The Mexican Fisherman and the American Businessman As we embark on another year, it’s natural to think about our goals and ambitions—working harder, saving more, and striving for greater ‘success’. But amidst this drive, it’s worth pausing to reflect on what we truly want out of life. One story that captures this sentiment beautifully is the parable …