Kansas City Resource Library
Articles
Browse Kansas City ArticlesElection Year Thoughts Worth Thinking About
During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what…
Don’t Let Healthcare Derail Your Retirement
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes,…
Does a Presidential Election Really Affect the Markets?
It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the…
Cash is Undefeated
Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and…
Special Reports
Browse Kansas City Special ReportsReport: 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
Browse Kansas City Newsletters2024 Winter Newsletter: Kansas City
I don’t have to tell you how quickly 2023 passed us by. It seems like we just ushered in the…
2023 Fall Newsletter: Kansas City
If we had to choose the 2023 word of the year, I think we might need to make it two…
2023 Summer Newsletter: Kansas City
No matter what you seek to do in life, there’s likely a path available to you to make it happen.…
2023 Spring Newsletter: Kansas City
We did it; we made it to another spring! We should congratulate ourselves. I recently heard someone say, “If you…
Podcasts
Browse all podcastsScott Dougan
Managing Partner
Kansas City
Listen Now
Browse by Category
What are you looking for?
Contact Us to Schedule a Conversation