Explore Our Blog

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

Inflation Is Cooling—What That Means for Your Financial Plan

Shean Fletcher, AAMS®, AIF® 3/13/25 Shean Fletcher, AAMS®, AIF® 3/13/25

Inflation Is Cooling—What That Means for Your Financial Plan

Read More

Understanding the Super Catch-Up Contribution for 401(k) and 403(b) Plans

Will Cocking, CFP® 3/10/25 Will Cocking, CFP® 3/10/25

Understanding the Super Catch-Up Contribution for 401(k) and 403(b) Plans

Read More

How the Social Security Fairness Act Is Increasing Benefits for Millions of Public-Sector Workers

Will Cocking, CFP® 3/4/25 Will Cocking, CFP® 3/4/25

How the Social Security Fairness Act Is Increasing Benefits for Millions of Public-Sector Workers

Read More

Market Pessimism and the Importance of Staying Invested

Shean Fletcher, AAMS®, AIF® 2/24/25 Shean Fletcher, AAMS®, AIF® 2/24/25

Market Pessimism and the Importance of Staying Invested

Read More

What Tariffs and Trade Wars Mean for Long-Term Investors

Shean Fletcher, AAMS®, AIF® 2/10/25 Shean Fletcher, AAMS®, AIF® 2/10/25

What Tariffs and Trade Wars Mean for Long-Term Investors

Read More

Fed’s View on Inflation and Interest Rates

Shean Fletcher, AAMS®, AIF® 1/30/25 Shean Fletcher, AAMS®, AIF® 1/30/25

Fed’s View on Inflation and Interest Rates

Read More

A Path - Why Direction Matters More Than You Think

Shean Fletcher, AAMS®, AIF® 1/28/25 Shean Fletcher, AAMS®, AIF® 1/28/25

A Path - Why Direction Matters More Than You Think

Read More

Maximizing the Benefits of Health Savings Accounts in 2025

Will Cocking, CFP® 1/16/25 Will Cocking, CFP® 1/16/25

Maximizing the Benefits of Health Savings Accounts in 2025

Read More

Market Insights: What’s Behind Recent Inflation Numbers?

Shean Fletcher, AAMS®, AIF® 1/14/25 Shean Fletcher, AAMS®, AIF® 1/14/25

Market Insights: What’s Behind Recent Inflation Numbers?

Read More

How Fear of Loss Can Hold You Back in Building Wealth

Shean Fletcher, AAMS®, AIF® 1/13/25 Shean Fletcher, AAMS®, AIF® 1/13/25

How Fear of Loss Can Hold You Back in Building Wealth

Read More

The Value of Staying Invested

Shean Fletcher, AAMS®, AIF® 12/16/24 Shean Fletcher, AAMS®, AIF® 12/16/24

The Value of Staying Invested

Read More

Charitable Remainder Trusts: A Guide to Giving Back While Potentially Reducing Income Tax and Estate Transfer Taxes

Will Cocking, CFP® 12/9/24 Will Cocking, CFP® 12/9/24

Charitable Remainder Trusts: A Guide to Giving Back While Potentially Reducing Income Tax and Estate Transfer Taxes

Read More

End-of-Year Financial Planning Opportunities for 2024: Navigating the Post-Election Landscape

Will Cocking, CFP® 12/3/24 Will Cocking, CFP® 12/3/24

End-of-Year Financial Planning Opportunities for 2024: Navigating the Post-Election Landscape

Read More