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

The Importance of Estate Planning for High-Net-Worth Individuals

Will Cocking 11/18/24 Will Cocking 11/18/24

The Importance of Estate Planning for High-Net-Worth Individuals

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Market Update: S&P 500 and the Election Volume-Weighted Average Price (VWAP)

Shean Fletcher 11/14/24 Shean Fletcher 11/14/24

Market Update: S&P 500 and the Election Volume-Weighted Average Price (VWAP)

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Maximizing Charitable Giving Through Charitable Bunching

Will Cocking 10/22/24 Will Cocking 10/22/24

Maximizing Charitable Giving Through Charitable Bunching

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How to Maximize Your HSA: Let It Grow and Save Your Receipts for Later Reimbursement

Will Cocking 10/15/24 Will Cocking 10/15/24

How to Maximize Your HSA: Let It Grow and Save Your Receipts for Later Reimbursement

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Utilizing the Elevated Gift & Estate Tax Exemption Before It's Gone - Spousal Lifetime Access Trust (SLAT)

Will Cocking 10/7/24 Will Cocking 10/7/24

Utilizing the Elevated Gift & Estate Tax Exemption Before It's Gone - Spousal Lifetime Access Trust (SLAT)

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Certified Private Wealth Advisor® Certification & Blog Series

Shean Fletcher 10/1/24 Shean Fletcher 10/1/24

Certified Private Wealth Advisor® Certification & Blog Series

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How the S&P 500 Responds After a Fed Funds Rate Cut: Insights from Historical Data

Shean Fletcher 9/23/24 Shean Fletcher 9/23/24

How the S&P 500 Responds After a Fed Funds Rate Cut: Insights from Historical Data

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All Focus on the Federal Reserve - Part 3

Shean Fletcher 9/18/24 Shean Fletcher 9/18/24

All Focus on the Federal Reserve - Part 3

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All Focus on the Federal Reserve - Part 2

Shean Fletcher 9/17/24 Shean Fletcher 9/17/24

All Focus on the Federal Reserve - Part 2

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All Focus on the Federal Reserve - Part 1

Shean Fletcher 9/16/24 Shean Fletcher 9/16/24

All Focus on the Federal Reserve - Part 1

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Is Refinancing Your Home Loan the Right Move for You?

Will Cocking 8/28/24 Will Cocking 8/28/24

Is Refinancing Your Home Loan the Right Move for You?

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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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