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

A Paradigm Shift Toward Proactive and Personalized Financial Wellness

Will Cocking 3/4/24 Will Cocking 3/4/24

A Paradigm Shift Toward Proactive and Personalized Financial Wellness

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Perspective on the Magnificent 7 and Valuations

Shean Fletcher 2/27/24 Shean Fletcher 2/27/24

Perspective on the Magnificent 7 and Valuations

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How Consumer Spending Supports the Economy and Markets

Shean Fletcher 2/27/24 Shean Fletcher 2/27/24

How Consumer Spending Supports the Economy and Markets

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The Rampant Start of 2024 for the S&P 500

Shean Fletcher 2/23/24 Shean Fletcher 2/23/24

The Rampant Start of 2024 for the S&P 500

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5 Challenges in Retirement & How to Face Them

Shean Fletcher 2/2/24 Shean Fletcher 2/2/24

5 Challenges in Retirement & How to Face Them

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Wrapping Up the Year & Charting a Course for the Next

Will Cocking 12/12/23 Will Cocking 12/12/23

Wrapping Up the Year & Charting a Course for the Next

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Another Bullish Signal for the S&P 500

Shean Fletcher 11/30/23 Shean Fletcher 11/30/23

Another Bullish Signal for the S&P 500

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Common Estate Planning Pitfalls: 5 Mistakes to Avoid

Shean Fletcher 11/21/23 Shean Fletcher 11/21/23

Common Estate Planning Pitfalls: 5 Mistakes to Avoid

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Strategic Savings for Your Child's Future

Will Cocking 11/14/23 Will Cocking 11/14/23

Strategic Savings for Your Child's Future

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The Big Money Turns Bullish

Shean Fletcher 11/10/23 Shean Fletcher 11/10/23

The Big Money Turns Bullish

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Maximize Your Tax Strategy: Exploring Possible Tax Rate Changes

Will Cocking 10/30/23 Will Cocking 10/30/23

Maximize Your Tax Strategy: Exploring Possible Tax Rate Changes

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Giving Back the Gains: Lessons from Past Cycles

Shean Fletcher 10/25/23 Shean Fletcher 10/25/23

Giving Back the Gains: Lessons from Past Cycles

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Choosing Between Roth and Traditional Accounts for Your Retirement Savings

Will Cocking 9/18/23 Will Cocking 9/18/23

Choosing Between Roth and Traditional Accounts for Your Retirement Savings

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