Latest Insights

News

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
News

Addition 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 Viewpoint

Viewpoint- August 2023

What does an exploding watermelon have to do with US High Yield Spreads?

08.09.23
Resources

Benefits of Multi-factor Modeling:Part 3

#3) Tying It All Together

08.03.23
Resources

Benefits of Multi-factor Modeling:Part 2

#2) The 5 Factors: Individually vs Collectively

08.02.23
Resources

Benefits of Multi-factor Modeling:Part 1

#1) The Factors and Tracking Error Defined

08.01.23
News

Lisa 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 Planning

Estate Management Checklist

Important questions to ask yourself about your estate.

07.25.23
Resources

How 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 Planning

Social Security: Five Facts You Need to Know

Five facts about Social Security that are important to keep in mind.

07.25.23
Finance Planning & Investments

What To Do When a Loved One Passes

A list of issues to consider and steps to take.

07.25.23
Finance Planning & Investments

College Funding Options

You can plan to meet the costs through a variety of methods.

07.24.23