Explore Our Blog

Stay informed about industry trends and financial strategies from our Wealth|KC team.

Impulse Decisions + Investing

Shean Fletcher 4/2/23 Shean Fletcher 4/2/23

Impulse Decisions + Investing

Read More

Positive Momentum to Consider

Shean Fletcher 3/29/23 Shean Fletcher 3/29/23

Positive Momentum to Consider

Read More

SVB Wasn’t the Only Thing to Fall

Shean Fletcher 3/13/23 Shean Fletcher 3/13/23

SVB Wasn’t the Only Thing to Fall

Read More

A Note on Bank Liquidity

Shean Fletcher 3/12/23 Shean Fletcher 3/12/23

A Note on Bank Liquidity

Read More

We Won’t Tell You No

Shean Fletcher 2/27/23 Shean Fletcher 2/27/23

We Won’t Tell You No

Read More

What’s Causing the Current Market Volatility - and Is It Here to Stay or Not?

Shean Fletcher 2/23/23 Shean Fletcher 2/23/23

What’s Causing the Current Market Volatility - and Is It Here to Stay or Not?

Read More

How the Secure Act 2.0 Will Affect Working Professionals

Will Cocking 1/17/23 Will Cocking 1/17/23

How the Secure Act 2.0 Will Affect Working Professionals

Read More

How Likely is a Recession?

Shean Fletcher 12/16/22 Shean Fletcher 12/16/22

How Likely is a Recession?

Read More

How Much Do I Need to Retire?

Will Cocking 12/6/22 Will Cocking 12/6/22

How Much Do I Need to Retire?

Read More

Financial Planning: What We Help Clients Accomplish

Will Cocking 11/10/22 Will Cocking 11/10/22

Financial Planning: What We Help Clients Accomplish

Read More

Top Things to Remember in a “Down” Market

Shean Fletcher 11/2/22 Shean Fletcher 11/2/22

Top Things to Remember in a “Down” Market

Read More

Updated Required Minimum Distribution (RMD) Rules for Inherited Retirement Accounts

Will Cocking 10/25/22 Will Cocking 10/25/22

Updated Required Minimum Distribution (RMD) Rules for Inherited Retirement Accounts

Read More

Should you buy the $25K or $60K car? Well, it depends.

Shean Fletcher 10/6/22 Shean Fletcher 10/6/22

Should you buy the $25K or $60K car? Well, it depends.

Read More