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Articles
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Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to…

No Returns, No Regrets: Why Retirement Planning Isn’t Like Online Shopping
Remember when buying clothes meant a trip to the store, trying on jeans under the fluorescent lights, and waiting for…

Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much…

On the Gridiron
Congratulations to a member of our team, Nic Ceballos, as he will be continuing his college education and football pursuits…
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: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect…

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…
Podcasts
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Scott Dougan
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