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Articles
Browse all articlesRecession Is Approaching
It’s coming, can you feel it? The next recession is getting closer and closer, there’s no doubt. How do I…
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Client Corner: Trip of a Lifetime for LaMar & Meg
This past March we went on, what we would consider, a trip of a lifetime. We flew into Sydney, Australia,…
Save The Date
SAVE THE DATE Rise Against Hunger Event Friday, June 28th from 5 to 7 p.m. Juan Diego High School We…
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 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to…
2024 Spring Newsletter: Kansas City
Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a…
2024 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…
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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