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WBJ Recognizes Denice Robinson as A Woman Who Leads in Professional Services
Congratulations to Assistant Vice President, Denice Robinson, for being recognized by the Wichita Business Journal as a Woman Who Leads…
08.25.23 NewsAddition of Seasoned Advisor Grows Wealth Planning Team
A big welcome to the newest wealth advisory team member, MaeLauren X. Hudson! The Wichita State alum brings over a…
08.17.23 August 2023 ViewpointViewpoint- August 2023
What does an exploding watermelon have to do with US High Yield Spreads?
08.09.23 ResourcesBenefits of Multi-factor Modeling:Part 3
#3) Tying It All Together
08.03.23 ResourcesBenefits of Multi-factor Modeling:Part 2
#2) The 5 Factors: Individually vs Collectively
08.02.23 ResourcesBenefits of Multi-factor Modeling:Part 1
#1) The Factors and Tracking Error Defined
08.01.23 NewsLisa Coon Selected as a Woman Who Leads in Financial Services
Congratulations to Assistant Vice President, Lisa Coon, for being recognized by the Wichita Business Journal as a Woman Who Leads…
07.28.23 Estate PlanningEstate Management Checklist
Important questions to ask yourself about your estate.
07.25.23 ResourcesHow to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
07.25.23 Estate PlanningSocial Security: Five Facts You Need to Know
Five facts about Social Security that are important to keep in mind.
07.25.23 Finance Planning & InvestmentsWhat To Do When a Loved One Passes
A list of issues to consider and steps to take.
07.25.23 Finance Planning & InvestmentsCollege Funding Options
You can plan to meet the costs through a variety of methods.
07.24.23