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Articles
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“So, are we doing better or worse than your other clients?”
This question came up recently, and it comes up often. Don’t you secretly want to know if you’ve saved more…

Office Move and Office Closures
Office Move We are so close to being all set up at the new office. The end is in sight,…

Can You See the Storm Coming?
Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the…

Back to the Basics: When Should We Claim Social Security Benefits?
When approaching retirement, one of the big questions you may be considering is when to file for Social Security benefits.…
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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2023 Fall Newsletter: Salt Lake City
Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems…

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 Summer Newsletter: Salt Lake City
Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against…
Podcasts
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Scott Dougan
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