Resource Library
Articles
Browse all articles
Old Music Is Better Than New Music – Why Investing Is Different For Retirees
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff…

Back to the Basics: Why A Successful Retirement Starts with Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…

Briefcase Study: Team of Three: Who’s in Your Financial Planning Trio?
There’s such power in the number three. Whether in literature, joke telling, the meats of a club sandwich, or nature…

A Single Pill for a Successful Retirement?
We often talk about building a retirement plan that allows you to sleep well at night, free from the worry…
Special Reports
Browse all special reports
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 –…

Report: Making a Difference – Surprise Video Message
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…
Newsletters
Browse all newsletters
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…

2023 Winter Newsletter: Salt Lake City
As we say farewell to 2022, we look back on all the good the year offered. 2022 brought new and…

2023 Winter Newsletter: Kansas City
With 2023 upon us, I find myself wondering where 2022 went. Didn’t we just finish cleaning up from the last…

2022 Fall Newsletter: Salt Lake City
The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is…
Podcasts
Browse all podcasts
Scott Dougan
Managing Partner
Kansas City
Listen Now

Sean P. Lee
Managing Partner
Salt Lake City
Listen Now
Browse by Category
What are you looking for?
Contact Us to Schedule a Conversation