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Report: Second Quarter Economic Update

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office by Scott Dougan

A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021.  As we experienced the reopening of many countries, volatility appeared in the equity markets but resulted in new market highs in the second quarter. The S&P 500 has now gained ground for five quarters in a row. Notably, it has gained more …

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Report: First Quarter Economic Update

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office by Scott Dougan

What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end of the pandemic could be …

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Report: Proactive Year-End Tax Planning for 2020 and Beyond

In Special Reports, Special Reports: Kansas City Office, Tax Planning by Scott Dougan

A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes – and no more – is one of our goals as advisors to the families we serve. Here we seek to highlight tax reduction opportunities and strategies for you to consider in your planning. This special report summarizes some of the …

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Report: Special Tax Report

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to highlight tax savings opportunities and strategies so that you pay only your fair share of taxes and no more. This special report reviews some …

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Report: Secure Act of 2019

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of January 1, 2020. The law does the following: Top 3 items to know for individuals: 1. Allow taxpayers of any age to make traditional IRA contributions – Currently, anyone that …

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Report: 2019 Year End Tax Planning

In Special Reports, Special Reports: Kansas City Office, Tax Planning by Scott Dougan

YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …

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Report: Quarter in Review

In Investment Management, Special Reports, Special Reports: Kansas City Office by Scott Dougan

Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …

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Report: Planning for Your Retirement

In Retirement, Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of …