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Articles
Browse all 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 all 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 –…
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 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…
2024 Winter Newsletter: Salt Lake City
Another new year is upon us. How did that happen? In some ways it feels like the last four years…
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…
Podcasts
Browse all podcastsScott Dougan
Managing Partner
Kansas City
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Sean P. Lee
Managing Partner
Salt Lake City
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