Fall 2026

Fall 2026

We hope everyone had a wonderful Summer. It’s hard to believe kids are already back in school and thepools are closing up for the season. Emma is settled into kindergarten and seems to be liking it. Angeland her husband took their youngest son back to Purdue...
Spring 2026

Spring 2026

Greetings. We hope you and your families are enjoying the Spring and safely surviving all the tornadowarnings we’ve had recently. Please read below for important updates and information. OFFICE CLOSURE:Our office will be closed from May 8 th – 15 th for a company...
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...