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Financial Planning & Investments

That Software Update Can Wait… Or Can It?

Learn why keeping your phones, computers, apps, and browsers updated is an essential part of protecting your personal and financial…

 10.23.26 Financial Planning & Investments

Protecting Your Wealth from Wire Fraud

AI-powered wire fraud scams can convincingly impersonate trusted family members, professionals, and advisors. Learn how these schemes work and how…

 10.21.26 Taxes

Charitable & Advanced Giving Strategies

Tax Perspectives

 10.20.26 Financial Planning & Investments

What to Do if Your Information Appears on the Dark Web

Learn how to strengthen account security, protect your identity, and reduce the risk of fraud after a data breach.

 10.16.26 Resources

Eight Smart Ways to Budget for Home Improvements

Planning a home renovation? Learn practical budgeting tips, financing options, and ways to align home improvement projects with your goals.

 10.08.26 October 2026 Viewpoint

Viewpoint- October 2026

Today’s higher bond yields may warrant a fresh look at your financial plan. See how municipal bonds fit into the…

 10.02.26 Financial Planning & Investments

Money Moves for DINKs

Financial Planning Strategies for Dual-Income Couples Without Kids

 10.02.26 Next Generation

College Planning Starts Earlier Than You Think

A Parent’s Roadmap by Grade Level

 09.29.26 Financial Planning & Investments

The Bond Market Awakens

The Story Behind Higher Rates

 09.25.26 Next Generation

Teach Your Child How and Why to Save Money

Discover five engaging ways to teach children about saving money, budgeting, and building financial habits that can last a lifetime.

 09.24.26 Resources

Amber Helms Recognized as a 2026 Young Professional

Congratulations to Amber Helms, Investment Operations Registered Associate, on being named a 2026 Young Professional by the Wichita Business Journal….

 09.21.26 Financial Planning & Investments

Protect Your Wealth from Online Risks

Online risks are changing how wealth is protected. Learn practical cybersecurity habits that can help safeguard your accounts, information, and…

 09.15.26