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

New Tariffs, Market Reactions, and What It Means for Investors

Shean Fletcher 4/3/25 Shean Fletcher 4/3/25

New Tariffs, Market Reactions, and What It Means for Investors

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Financial Steps to Take After the Death of a Partner

Shean Fletcher 3/26/25 Shean Fletcher 3/26/25

Financial Steps to Take After the Death of a Partner

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The Importance of Business Cycles in Financial Planning

Shean Fletcher 3/17/25 Shean Fletcher 3/17/25

The Importance of Business Cycles in Financial Planning

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Inflation Is Cooling—What That Means for Your Financial Plan

Shean Fletcher 3/13/25 Shean Fletcher 3/13/25

Inflation Is Cooling—What That Means for Your Financial Plan

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

Will Cocking 3/10/25 Will Cocking 3/10/25

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

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

Will Cocking 3/4/25 Will Cocking 3/4/25

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

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Market Pessimism and the Importance of Staying Invested

Shean Fletcher 2/24/25 Shean Fletcher 2/24/25

Market Pessimism and the Importance of Staying Invested

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What Tariffs and Trade Wars Mean for Long-Term Investors

Shean Fletcher 2/10/25 Shean Fletcher 2/10/25

What Tariffs and Trade Wars Mean for Long-Term Investors

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Fed’s View on Inflation and Interest Rates

Shean Fletcher 1/30/25 Shean Fletcher 1/30/25

Fed’s View on Inflation and Interest Rates

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A Path - Why Direction Matters More Than You Think

Shean Fletcher 1/28/25 Shean Fletcher 1/28/25

A Path - Why Direction Matters More Than You Think

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Maximizing the Benefits of Health Savings Accounts in 2025

Will Cocking 1/16/25 Will Cocking 1/16/25

Maximizing the Benefits of Health Savings Accounts in 2025

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Market Insights: What’s Behind Recent Inflation Numbers?

Shean Fletcher 1/14/25 Shean Fletcher 1/14/25

Market Insights: What’s Behind Recent Inflation Numbers?

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How Fear of Loss Can Hold You Back in Building Wealth

Shean Fletcher 1/13/25 Shean Fletcher 1/13/25

How Fear of Loss Can Hold You Back in Building Wealth

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