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Steps To Take in 2026: Reflection, Renewal, and Readiness for the Year Ahead
How can another year have come and gone so quickly? It seems like yesterday we were making sense of 2025,…

Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and…

An Elevated Communication Experience
Fewer Emails. Greater Financial Impact. If you choose to remain on our VIP list, you’ll hear from me less often—but…

Back to the Basics: How Home Equity Can Support a More Flexible Retirement
For many retirees, the home is more than a place to live, it’s one of the largest assets on the…
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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2026 Winter Newsletter: Kansas City
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and…

2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has…

2025 Fall Newsletter: Kansas City
As we round the corner into another fall season, I’m reminded of just how much change we continue to see…

2025 Summer Newsletter: Salt Lake City
As with most summers, my family and I have been busy, and mostly with baseball. We just got home after…
Podcasts
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