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

The Value in Collaboration: Why DIY Investors Seek Professional Advice Before Retirement

Will Cocking 5/21/24 Will Cocking 5/21/24

The Value in Collaboration: Why DIY Investors Seek Professional Advice Before Retirement

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Social Security Benefits Update: What You Need to Know

Shean Fletcher 5/13/24 Shean Fletcher 5/13/24

Social Security Benefits Update: What You Need to Know

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May Momentum: Stock Market Optimism Amidst Economic Cool Down and Strong Earnings

Shean Fletcher 5/8/24 Shean Fletcher 5/8/24

May Momentum: Stock Market Optimism Amidst Economic Cool Down and Strong Earnings

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RSUs Explained: Building Wealth Through Equity Compensation

Will Cocking 4/25/24 Will Cocking 4/25/24

RSUs Explained: Building Wealth Through Equity Compensation

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How Residential and Commercial Real Estate Impact Markets

Shean Fletcher 4/3/24 Shean Fletcher 4/3/24

How Residential and Commercial Real Estate Impact Markets

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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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