Kansas City Resource Library
Articles
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Inheritance: Is Education The Modern-Era Farm?
As the cost of college rises, and careers become more high-tech, there’s a growing sense among many families with young…
How To Steer A Hot Air Balloon
How does a balloon rise? Hot air. How does a balloon fall? Cooler air. But how does one steer a…
Welcome to the Team: Patty Kimbrell
Newest Team Member! Patty Kimbrell. Patty is the welcoming voice you will hear when you call and the face you…
Fall Festival
We’re looking forward to seeing you on Thursday, October 20th. Proceeds from the evening benefit CASA of Johnson & Wyandotte…
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 Fall Newsletter: Kansas City
A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for…
2022 Summer Newsletter: Kansas City
I wonder if you’ve ever experienced this. You’re sitting at your computer looking at some not great news; maybe it’s…
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…
Podcasts
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