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The Wealth Mirage
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to…

The Steak Dinner Decision
A confluence of forces is about to occur that may result in a decision to be made by aspiring and…

Save the Date: Fall Festival
We look forward to seeing you on Thursday, October 22nd for the 2022 Fall Festival Raffle and Silent Auction at…

Harvesters Event
300 Meals for the Hungry We had a small, but mighty, group that attended the annual Harvesters event on May…
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 –…

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
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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 Spring Newsletter: Salt Lake City
Spring is here – the trees are blossoming, the birds are chirping and the bats are swinging. It’s the most…

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: Salt Lake City
We made it through the holidays and into another year. Welcome 2022! Here’s to hoping for brighter, healthier days…
Podcasts
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Scott Dougan
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