Resources: Kansas City

Recent Articles

Diversification: Always Something To Celebrate (And Apologize For)

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the...

Healthcare May Be Broken, But Your Retirement Plan Doesn’t Need To Be

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it...

Match the Money to the Need

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
I did a radio show interview a few years ago and the host of the show asked me, “What’s one piece of advice you’d offer retirees who are concerned about...

HARVESTERS EVENT

| Articles: Kansas City Office, Spring 2019 | No Comments
We are so proud of our clients, family and friends that donated most needed items for our food drive and those that were able to participate in the Child Feeding...

Special Reports

Report: Funding Your Retirement

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan. Financial...

Report: Helpful Information for Filing 2019 Income Taxes

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key focus when reviewing your personal financial situation. One of our...

Report: Welcome to 2019

| Special Reports: Kansas City Office | No Comments
We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this...

Report: Quarterly Economic Update

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
Quarterly Economic Update Fourth Quarter 2018 After a long period of respectable market returns, many investors in equities experienced losses during the fourth quarter of 2018, in spite of the...

Latest Newsletters

2019 Spring Newsletter

| Newsletters: Kansas City Office | No Comments
ELEVATED INSIDER Here we are ushering in another spring, a new season ripe with opportunities. For whatever reason, this is the time of year when I look ahead and do...

2019 Winter Newsletter

| Newsletters: Kansas City Office | No Comments
ELEVATED INSIDER With 2019 underway, we’re focused on what’s new: the adventures that lie ahead, and the opportunities that are yet to be realized. In that light, we’re excited to...

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.

Thursday, October 24

FALL FESTIVAL

November

YEAR END TAX CLASS

Latest Podcast for Scott Dougan

Link to ListentoScott.com