Latest Insights
Viewpoint- July 2024
In this month’s chart, we dig into the numbers of the past, seeking to understand how the market has fared over prior presidential cycles.
07.03.24 Estate PlanningCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24 Estate PlanningA Primer on Irrevocable Life Insurance Trusts
An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.
06.24.24 June 2024 ViewpointViewpoint- June 2024
The S&P 500’s Winning Streak: How Frequent All-Time Highs Shape Investment Strategies
06.03.24 NewsMarkus Phox recognized as a Young Professional in Financial Services
Congratulations to Wealth Advisor Associate, Markus Phox, for being recognized by the Wichita Business Journal as a Young Professional in…
05.31.24 Estate PlanningCritical Estate Documents
Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…
05.28.24 Estate PlanningAre You Prepared for an Estate Tax Sunset?
The federal estate tax thresholds may change, impacting wealth transfer strategies.
05.28.24 NewsMeet our Intern: Brayden Elmer
Meet Brayden, our summer intern.
05.20.24 Estate Planning8 Myths About Retirement
Don’t let these 8 myths keep you from preparing for retirement.
05.20.24 Estate PlanningPreventing Estate Planning Pitfalls
Tips to ensure your estate plan aligns with your intentions.
05.20.24 May 2024 ViewpointViewpoint- May 2024
Gold has been having a shining moment to start 2024.
05.06.24 TaxesFive Most Overlooked Tax Deductions
Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.
05.03.24