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Thank you for volunteering with us!

In Articles: Kansas City Office, Community Involvement, Spring 2024 by Scott Dougan

We had 39 enthusiastic folks show up for the Harvesters event on Friday, March 1st. Our group’s efforts will have a tremendous impact on our community. We couldn’t be more pleased. We packed: 10 pallets 424 cases 2,120 bags at a whopping 8,223 pounds of food! BackSnack: About the Program The BackSnack program provides a weekly backpack filled with nutritious, …

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2024 Spring Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a few bucks or being in college living on a fast food income or the generosity of your parents, you found so much joy in life, in spite of having almost no money. Look at you now! Could that kid or …

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Briefcase Study: Has Spring Finally Sprung?! Spring Cleaning, Anyone?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2024, Spring 2024 by Scott Dougan

Spring has to be your favorite season; or at least in your top three or four. Everything is new again, fresh, bright, ripe with hope of new adventures. I’m a sucker for spring. If you share even a fraction of my spring enthusiasm, you may also feel that deep-down desire to get things cleaned up and sorted after a long …

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Back to the Basics: Social Security’s Health and Taxation

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2024, Spring 2024 by Scott Dougan

After decades of doing your job, saving money, and just plain navigating life, retirement approaches and shocks you with its complexity. The number of things to consider when planning a retirement is daunting, and Social Security is no exception. While the options have been reduced slightly, there’s still a lot to consider when claiming the benefit that you’ve funded and …

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Election Year Thoughts Worth Thinking About

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, “Why on earth would someone in their right mind vote for that …

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Does a Presidential Election Really Affect the Markets?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While I wish I could just tune out politics entirely, I suppose we can spend an article on elections and then get back to our regular programming soon enough. Here …

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Cash is Undefeated

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and thought to yourself, “The glue-work is simply exquisite.” Probably not. I know I haven’t. But what would that object look like if it wasn’t fastened together correctly, or at all? It’d be little more than a pile of individual parts …