Explore Our Blog

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

Certified Private Wealth Advisor® Certification & Blog Series

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

Certified Private Wealth Advisor® Certification & Blog Series

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

Essential Estate Planning Tips: Avoid These Common Pitfalls

Shean Fletcher 7/29/24 Shean Fletcher 7/29/24

Essential Estate Planning Tips: Avoid These Common Pitfalls

Read More

How Dollar-Cost Averaging Can Help Investors Get Into the Market

Shean Fletcher 6/14/24 Shean Fletcher 6/14/24

How Dollar-Cost Averaging Can Help Investors Get Into the Market

Read More

Social Security Benefits Update: What You Need to Know

Shean Fletcher 5/13/24 Shean Fletcher 5/13/24

Social Security Benefits Update: What You Need to Know

Read More

May Momentum: Stock Market Optimism Amidst Economic Cool Down and Strong Earnings

Shean Fletcher 5/8/24 Shean Fletcher 5/8/24

May Momentum: Stock Market Optimism Amidst Economic Cool Down and Strong Earnings

Read More

How Residential and Commercial Real Estate Impact Markets

Shean Fletcher 4/3/24 Shean Fletcher 4/3/24

How Residential and Commercial Real Estate Impact Markets

Read More

Perspective on the Magnificent 7 and Valuations

Shean Fletcher 2/27/24 Shean Fletcher 2/27/24

Perspective on the Magnificent 7 and Valuations

Read More