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

More Than Money: Turning Wealth Transfers Into Lasting Impact

Will Cocking 9/16/25 Will Cocking 9/16/25

More Than Money: Turning Wealth Transfers Into Lasting Impact

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Slowing Jobs, Strong Households: Finding Balance in Uncertain Times

Shean Fletcher 9/9/25 Shean Fletcher 9/9/25

Slowing Jobs, Strong Households: Finding Balance in Uncertain Times

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Summer Has Come and Passed: A Seasonal Story, Not a Crisis

Shean Fletcher 9/2/25 Shean Fletcher 9/2/25

Summer Has Come and Passed: A Seasonal Story, Not a Crisis

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Missouri Eliminates State Capital Gains Tax: What It Means for You

Will Cocking 8/28/25 Will Cocking 8/28/25

Missouri Eliminates State Capital Gains Tax: What It Means for You

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🏛️ When Should You Take Social Security? Why Everyone’s Answer is Different

Shean Fletcher 8/27/25 Shean Fletcher 8/27/25

🏛️ When Should You Take Social Security? Why Everyone’s Answer is Different

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The Hidden Cost of Inflation—and How to Stay Ahead of It

Shean Fletcher 8/22/25 Shean Fletcher 8/22/25

The Hidden Cost of Inflation—and How to Stay Ahead of It

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When the Benefits You Deserve Feel Out of Reach — How a Financial Advocate Can Change Everything

Leah Fletcher 8/13/25 Leah Fletcher 8/13/25

When the Benefits You Deserve Feel Out of Reach — How a Financial Advocate Can Change Everything

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The Lost Decade Pt. 5—Strategies for Retirees

Shean Fletcher 8/13/25 Shean Fletcher 8/13/25

The Lost Decade Pt. 5—Strategies for Retirees

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The Lost Decade Pt. 4—Behavioral Finance: How Investor Psychology Impacts Retirement Outcomes

Shean Fletcher 8/13/25 Shean Fletcher 8/13/25

The Lost Decade Pt. 4—Behavioral Finance: How Investor Psychology Impacts Retirement Outcomes

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The Lost Decade Pt. 3—Sell at the Bottom or Stay the Course? A Tale of Two Retirees

Shean Fletcher 8/13/25 Shean Fletcher 8/13/25

The Lost Decade Pt. 3—Sell at the Bottom or Stay the Course? A Tale of Two Retirees

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The Lost Decade Pt.2—Impact on Retirees: Withdrawing During a Downturn

Shean Fletcher 8/13/25 Shean Fletcher 8/13/25

The Lost Decade Pt.2—Impact on Retirees: Withdrawing During a Downturn

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The Lost Decade Pt.1—A Quick Look Back: What Made the 2000s So Painful?

Shean Fletcher 8/13/25 Shean Fletcher 8/13/25

The Lost Decade Pt.1—A Quick Look Back: What Made the 2000s So Painful?

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How Corporate Earnings Reflect the Impact of Tariffs

Shean Fletcher 8/5/25 Shean Fletcher 8/5/25

How Corporate Earnings Reflect the Impact of Tariffs

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