Year-End Tax Tips

Year-End Tax Tips

I hope all of you are enjoying your Fall so far. In my home, we got 13 bags of leaves on Saturday (with a lot more to go -phew!). Also, while all things Christmas are not done, we got the tree and ornaments put up on Sunday. Emma refused any Christmas music...
Summer Fun & Economic Updates

Summer Fun & Economic Updates

Greetings! I hope you are all enjoying your Summer so far. We had an excellent turnout at the KC Monarchs game with clients and their families on Sunday, June 1st. Icing on the cake- Monarchs won the game: 8-6! Make sure to read to the bottom of this newsletter...
Market Fluctuation Update

Market Fluctuation Update

Clients, friends, and colleagues: Recent market movements may be causing some concern, and I want to take a moment to both acknowledge your feelings and provide some perspective during this time of volatility. Market fluctuations, while unsettling, are a natural part...
Mid-Year Insights And Outlook

Mid-Year Insights And Outlook

I hope you are enjoying your summer. Some highlights from my family include: a trip to Arkansas to see relatives, Emma enjoyed her first firework show, and our tomatoes are bountiful and finally ripening in the garden!  As for Angel, her oldest son recently...
Clients and friends…

Clients and friends…

I hope everyone is enjoying Spring so far. We have several clients with exciting family events heading into graduation and wedding season. Angel’s youngest son, Kenny, is about to graduate from Blue Valley West and plans to attend Purdue University this Fall as an...