Estate Planning, Family and Finances
When most people think about protecting their finances, they picture strong passwords, antivirus software, or keeping a close eye on account activity. But some of the most powerful safeguards aren’t digital, they’re human. Financial scams are becoming...
Financial Planning, Tax Planning
Whether you’re a long-time investor, business owner, or someone thinking about selling a property next year, there’s a big update on the tax front for Missourians. In July 2025, Missouri made a historic move: Governor Mike Kehoe signed House Bill 594 into law,...
Estate Planning, Life Events
Think about the online accounts you use daily: banking apps, email, social media, cloud storage, photo libraries, and even cryptocurrency wallets. These digital assets don’t vanish when we pass away, and without proper planning, they can create confusion,...
Estate Planning, Life Events
You’ve checked the box. Maybe years ago, maybe recently, you created a will. That’s a big step. But if you’re like many people we talk to, you might still be wondering: ‘Is a will enough to protect my family, or should I also have a...
Investing, Market Events, Uncategorized
Quick Takes Wall Street had its best week since mid-May and the fourth best week of the year, with the S&P 500 Index and Nasdaq Composite Index both closing at all-time highs. For the week, the S&P 500 climbed +3.4% and the tech-heavy Nasdaq Composite jumped...
