WEALTH KC

06/11/2026

🫴 Giving to charity is a meaningful way to support causes you care about, but did you know the type of asset you donate can have a significant impact on both the charity and your taxes?

In this video, Shean Fletcher, AAMS®, AIF® and Will Cocking, CFP® discuss the differences between donating cash and donating appreciated stock, including:

✅ When donating stock may provide greater tax benefits
✅ How capital gains taxes can affect charitable giving
✅ Key considerations before making a charitable gift

Whether you're planning year-end giving or looking for ways to make your charitable dollars go further, understanding your options can help you maximize your impact!

06/03/2026

📈 The number of ETF launches is exploding, and some market strategists are drawing comparisons to the IPO boom of the late 1990s.

While innovation and investor demand continue to drive new products to market, history reminds us that rapid growth can sometimes be a sign of peak enthusiasm.

➡️ We take a look at where we may be in the current market cycle and why staying focused on long-term goals matters more than chasing the latest trend!

06/03/2026

👥 Did you recently inherit an IRA, or know someone who has?

Inherited retirement accounts can come with a lot of questions, and recent rule changes have made the process even more complicated.

In our latest video, we walk through the key rules every beneficiary should know, including:

✔️ How the SECURE Act changed inherited IRA distributions
✔️ The new 10-year withdrawal rule
✔️ Differences between spousal and non-spousal beneficiaries
✔️ Strategies that may help reduce the tax impact of withdrawals
✔️ Common mistakes that can be costly to beneficiaries

Whether you're navigating an inherited IRA now or simply want to be prepared, this video provides practical guidance to help you better understand your options.

05/29/2026

💡 How do I know when I'm ready to retire?

05/27/2026

📣The IPO market has changed, and many public investors haven’t fully noticed.

When companies can raise billions privately before going public, it forces an important question:

➡️ Are public investors still getting in early, or are they arriving after the biggest upside is already gone?

Our team recently wrote a blog exploring how IPOs have evolved and why public investors may need to rethink what “getting in early” really means.

For decades, an IPO used to mean something very specific: a company was growing so fast that it needed massive amounts of capital to keep expanding. Public investors funded the next phase of growth. The business needed your money to build more factories, hire more employees, expand distribution, o

05/26/2026

📱There’s no shortage of financial advice at our fingertips.

Podcasts, blogs, YouTube videos, social media posts — with the “best” strategy, investment, or tax tip.

But more information doesn’t always lead to better decisions, sometimes it just leaves us overwhelmed and unsure where to start.

The better question isn’t “What else should I know?”
It’s “What actually matters for my life and goals?”

This blog dives into why clarity and focus often matter more than consuming endless financial content ⬇️ .

If you spend any time on the internet, you can easily find millions of solutions or opinions on what is the best solution to your problem, your next purchase, the hottest investment, the largest tax loophole, the best workout —the list goes on. Search “tax loophole” — and you’ll be left do...

05/21/2026

➡️ This is the first question you should ask yourself when it comes to saving and investing.

Most people think saving is about hitting a number, but the real goal is what that money makes possible.

✈️ Freedom to retire on your terms.
🛟 Confidence when life throws something unexpected your way.
🌍 Travel.
❤️ Family experiences.
🎓 Helping your kids.
🚀 Starting something new.
😌 Sleeping better at night.

So maybe the better question isn’t “How much should I save?”
Maybe it’s “How do I make the life I want, possible?”

05/19/2026

💰 A new investment account for children launches in July, and it is already raising a lot of questions from families.

“Trump Accounts” offer a different approach to saving for a child’s future, with unique rules around taxes, access, and long-term planning.

Read our team's blog to learn:
➡️ How Trump Accounts work
➡️ How they compare to UGMA/UTMA accounts
➡️ Key tax and flexibility trade-offs
➡️ When each strategy may make sense

If you are saving for a child or grandchild, this is worth a quick read!

On July 4th 2026, parents will be allowed to open “Trump Accounts” — a government-sponsored investment vehicle for children. While they may sound similar to traditional custodial accounts (UGMA/UTMA), the differences in taxation, flexibility, and penalties are significant. Understanding these ...

05/12/2026

One of the most rewarding things we see is when a client dramatically increases their net worth in a relatively short period of time.

❌ Not because of a “hot stock.”
❌ Not because of a magical investment strategy.

Because they did the fundamentals exceptionally well.

This client:
✔️ Showed up to every meeting
✔️ Stayed accountable to the plan
✔️ Systematically saved month after month
✔️ Prioritized long-term goals over short-term spending
✔️ Earned significant raises without major lifestyle creep
✔️ Continued to spend on things and experiences that they genuinely enjoy

Wealth building is usually less about finding the perfect investment and more about consistency, discipline, and having a plan you actually follow.

The boring stuff works - and over time, it becomes life changing!

05/07/2026

📋 According to the 2025 Goldman Sachs New Economics of Retirement Study, 85% of working respondents with a financial plan feel like they will be able to reach retirement compared to just 37% of those without one.

🔎 A plan creates clarity.�
🧭 A plan creates direction.�
🤝 A plan helps turn uncertainty into confidence.

Having a strategy in place can make all the difference for your future, because your retirement is too important to leave to chance!