Kansas City Resource Library
Articles
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If You Could Time Your Last Dollar with Your Last Breath
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad…
Shortened Workweek
If you worked one less day per week at your paid job, what would you do with your time? This…
Financial Finish Lines and Mile-Markers
The Boston Marathon is an event where otherwise normal people travel great distances, at great expense, to punish themselves physically,…
Does Cash Buy Happiness?
There have been a number of recent studies completed to determine what makes us happy. In several studies, it was…
Special Reports
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Report: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we…
Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity…
Report: Proactive Year-End Tax Planning for 2020 and Beyond
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
Half Time Report Webinar
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Newsletters
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2022 Winter Newsletter: Kansas City
I think we don’t spend enough time and energy discussing compounding. Sure, we feel its effects when we look at…
2022 Winter Newsletter: Kansas City
If there’s one thing that we can all agree upon, it’s the uncertainly of the future. As we near the…
2021 Fall Newsletter: Kansas City
Have you ever wondered how the world would be different if there were no mirrors? If we couldn’t see ourselves,…
2021 Summer Newsletter: Kansas City
We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021…
Podcasts
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