Resources: Kansas City

Recent Articles

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Back to the Basics: Total Value

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2019, SLC Fall 2019 | No Comments
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become…

Briefcase Study: “So, compared to others, how are we doing?”

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2019, SLC Fall 2019 | No Comments
This question came up recently and it comes up often and I love it when people have the courage to…

2019 Fall Festival Raffle Silent Auction

| Articles: Kansas City Office, Fall 2019 | No Comments
We look forward to seeing you on Tuesday, October 29 for the 2019 Fall Festival Raffle & Silent Auction at…

The Scent Of A…Nursing Home

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this:…

Special Reports

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Report: Quarter in Review

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Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the…

Report: Planning for Your Retirement

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Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no…

Report: Quarterly Economic Update

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Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors…

Report: Proactive Retirement Planning

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement…

Latest Newsletters

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2019 Fall Newsletter

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ELEVATED INSIDER If I were a betting man, I’d wager that you’re wondering how we got to Fall already. “How…

2019 Summer Newsletter

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ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much…

2019 Spring Newsletter

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ELEVATED INSIDER Here we are ushering in another spring, a new season ripe with opportunities. For whatever reason, this is…

2019 Winter Newsletter

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ELEVATED INSIDER With 2019 underway, we’re focused on what’s new: the adventures that lie ahead, and the opportunities that are…

2019 Calendar of Events

Tuesday, March 5

STATE OF THE UNION
KU EDWARDS CAMPUS
Discussion on current economic and market trends.

Saturday, April 6

HARVESTERS
1:00 pm – 3:00 pm.

Friday, April 12 – Monday, April 15

ANNUAL TEAM TRAINING
Office Closed.

Thursday, August 15

HALF TIME REPORT
KU EDWARDS CAMPUS
Financial outlook and economic update.

Tuesday, October 29

FALL FESTIVAL

November

YEAR END TAX CLASS

Latest Podcast for Scott Dougan

Link to ListentoScott.com