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Smart Strategies for Building a Competitive Benefits Package
As a business owner, you’re constantly juggling a range of priorities, from attracting and retaining customers to managing cash flow,…
12.08.25 December 2025 ViewpointViewpoint- December 2025
We have reached the final page of the 2025 calendar, and as is often the case for this time of…
12.03.25 Taxes2025 Year-End Tax Planning Opportunities
The 2025 tax year brings significant changes following the passage of the One Big Beautiful Bill Act (OBBBA) in July, a law…
12.02.25 Estate PlanningHow to Choose a Nursing Home or Assisted Living Facility for a Loved One
At some point in many elderly individuals’ lives, they require additional assistance, whether because they are sick, injured, or mentally…
11.26.25 ResourcesWhat Type of Investor Are You?
Finding Your Balance: Creating an investment mix is how you decide to allocate, or divide, your assets or investment dollars….
11.26.25 Next GenerationHow to Balance Rising Financial Responsibilities
5 strategies for the sandwich generation.
11.18.25 Next GenerationA Strategic Guide to Maximizing Your Workplace Perks
Employee benefits like pension plans, 401(k)s, health insurance, life insurance, and paid time off (PTO), have been around for over…
11.17.25 Business Owners5 Key Steps of the IPO Process
The IPO landscape has evolved throughout the 2020s. In 2020 and in 2021, IPO activity soared due to an abundance…
11.10.25 Resources2025 Year-End Charitable Giving Opportunities
As the year winds down, now is the time to consider making charitable contributions before the December 31 deadline to…
11.10.25 ResourcesWeidner Named to 2025 Women Who Lead in Financial Services
Ammie Weidner, Partner and Director of Trading and Operations, has been recognized by the Wichita Business Journal as a 2025…
11.07.25 November 2025 ViewpointViewpoint- November 2025
The holiday season is right around the corner, which means it is time for consumers to open their pocketbooks and…
11.05.25 ResourcesMake a Positive Impact With Your Investments
Six steps for aligning your finances with your values.
11.04.25