2026 Summer Newsletter: Kansas City
Summertime! When we were all kids in school, summer marked the end of another school year, another formal step in our learning. We went from one grade to the next; it was neat and tidy. As adults, we continue to grow and learn, but it’s not as neat and tidy now. I share this because our firm has been very …
2026 Summer Newsletter: Salt Lake City
Oh boy! It’s a hot one out there this summer. I hope you’re staying cool while enjoying your summer plans. As usual, my little family is staying very busy this summer. My daughter, Coraline, is preparing for her senior year of high school. She’s on the varsity cheer team again at her school, which comes with early morning practices almost …
2026 Spring Newsletter: Salt Lake City
The first few months of 2026 were busy for me and my family. January brought the official start of the baseball season to our household. Our son, Michael, began his regular practice schedule and he and I traveled to Phoenix for a few days to enjoy some baseball in the sunshine. I’m helping our high school baseball team again this …
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 at how we steward the years ahead. The blossoms aren’t the only things waking up this season. Our world continues to hold a fair amount of uncertainty: conflict in the Middle East. markets shifting in response, policy debates shaping outcomes, …
2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect on the year we just said goodbye to as well as focus on the year ahead. Some of us make goals, make resolutions or promise to break bad habits. Some of us just take stock of what we’ve experienced and …
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 there’s a natural invitation to pause, especially as we step into a new year. While January often comes with pressure to make bold resolutions, I’ve found that the most meaningful progress usually starts with quieter reflection. As we enter 2026, …
2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has been busy this Fall, mostly with sports (as usual). My son, Michael, is playing on a fall baseball team made up of kids who love the game and don’t play football. He practices a lot, but even the games are …
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 in the world around us, from economic shifts, geopolitical uncertainties, political movements, market dynamics, and more. It’s a very unique time, and for many retirees or those preparing for retirement, that dynamism can feel like instability. But alongside this movement …
2025 Summer Newsletter: Salt Lake City
As with most summers, my family and I have been busy, and mostly with baseball. We just got home after spending a week in Cooperstown, New York (upstate). Our son, Michael, played in the famous 12-year-olds-only national Cooperstown tournament. He, his teammates and us coaches got to stay in a bunkhouse together for a week at one of the most …
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, financial, or societal – I find myself increasingly drawn to the small, grounding joys of everyday life. A long walk brings more comfort than ever. A calm evening spent with friends outdoors reminds me what matters most. And a well-prepared …
