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

Making the Most of a Windfall: How Charitable Bunching, Donor-Advised Funds, and Smart Asset Gifting Work Together

Will Cocking, CFP® 2/10/26 Will Cocking, CFP® 2/10/26

Making the Most of a Windfall: How Charitable Bunching, Donor-Advised Funds, and Smart Asset Gifting Work Together

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Planning vs. Predicting: Hindsight Bias and Annuities

Shean Fletcher, AAMS®, AIF® 2/5/26 Shean Fletcher, AAMS®, AIF® 2/5/26

Planning vs. Predicting: Hindsight Bias and Annuities

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How A Couple Making $190,000 Reduced Their Tax Bill by Almost 60%

Will Cocking, CFP® 2/3/26 Will Cocking, CFP® 2/3/26

How A Couple Making $190,000 Reduced Their Tax Bill by Almost 60%

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What Should I Look For in a Wealth Management Firm in Kansas City?

Leah Fletcher 1/31/26 Leah Fletcher 1/31/26

What Should I Look For in a Wealth Management Firm in Kansas City?

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The Importance of Earnings on Long-Term Portfolios

Shean Fletcher, AAMS®, AIF® 1/27/26 Shean Fletcher, AAMS®, AIF® 1/27/26

The Importance of Earnings on Long-Term Portfolios

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Why Retirement Planning Isn’t About Keeping Up

Shean Fletcher, AAMS®, AIF® 1/22/26 Shean Fletcher, AAMS®, AIF® 1/22/26

Why Retirement Planning Isn’t About Keeping Up

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New Year, Smarter Money Goals That Actually Stick

Will Cocking, CFP® 1/13/26 Will Cocking, CFP® 1/13/26

New Year, Smarter Money Goals That Actually Stick

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Venezuela and the Markets: Staying Grounded Amid Global Events

Shean Fletcher, AAMS®, AIF® 1/7/26 Shean Fletcher, AAMS®, AIF® 1/7/26

Venezuela and the Markets: Staying Grounded Amid Global Events

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401(k) Q&A: What Happens When You Leave an Employer?

Shean Fletcher, AAMS®, AIF® 12/22/25 Shean Fletcher, AAMS®, AIF® 12/22/25

401(k) Q&A: What Happens When You Leave an Employer?

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The Future of the Fed: New Leadership and Rate Cuts

Shean Fletcher, AAMS®, AIF® 12/17/25 Shean Fletcher, AAMS®, AIF® 12/17/25

The Future of the Fed: New Leadership and Rate Cuts

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Stop Digging Down

Shean Fletcher, AAMS®, AIF® 12/9/25 Shean Fletcher, AAMS®, AIF® 12/9/25

Stop Digging Down

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Smart End-of-Year Financial Tasks to Stay on Track

Will Cocking, CFP® 11/20/25 Will Cocking, CFP® 11/20/25

Smart End-of-Year Financial Tasks to Stay on Track

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Why This Holiday Season Offers Investors Much to Appreciate

Shean Fletcher, AAMS®, AIF® 11/17/25 Shean Fletcher, AAMS®, AIF® 11/17/25

Why This Holiday Season Offers Investors Much to Appreciate

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