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

Navigating the 2025 Estate Tax Sunset: Strategies to Protect Your Wealth

Shean Fletcher 8/26/24 Shean Fletcher 8/26/24

Navigating the 2025 Estate Tax Sunset: Strategies to Protect Your Wealth

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Experiencing an IPO: What to Expect and How to Prepare

Shean Fletcher 7/29/24 Shean Fletcher 7/29/24

Experiencing an IPO: What to Expect and How to Prepare

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Essential Estate Planning Tips: Avoid These Common Pitfalls

Shean Fletcher 7/29/24 Shean Fletcher 7/29/24

Essential Estate Planning Tips: Avoid These Common Pitfalls

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Why Cash is Not a Long Term Investment

Braden Wilson 7/22/24 Braden Wilson 7/22/24

Why Cash is Not a Long Term Investment

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Why Tax Planning is an Undervalued Weapon in Your Financial Plan

Will Cocking 6/17/24 Will Cocking 6/17/24

Why Tax Planning is an Undervalued Weapon in Your Financial Plan

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How Dollar-Cost Averaging Can Help Investors Get Into the Market

Shean Fletcher 6/14/24 Shean Fletcher 6/14/24

How Dollar-Cost Averaging Can Help Investors Get Into the Market

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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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