Latest Insights
Inflation Ubiquitous
“Inflation this high hasn’t been seen since the late 1970s” – this headline could have been copy and pasted for…
06.16.22 June 2022 ViewpointViewpoint- June 2022
Slow and steady wins the race.
06.07.22 NewsUnited Way Flags of Freedom
Celebrating Memorial Day weekend is the perfect opportunity to take a step back and remember those who have played a…
05.27.22 NewsTechnology Director Recognized by the WBJ
We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…
05.23.22 ResourcesUnprecedented Moves in the Bond Market
It is extremely rare in financial markets to have something happen for the first time. In our May Viewpoint (see…
05.13.22 May 2022 ViewpointViewpoint- May 2022
Are bonds still a diversification strategy?
05.10.22 NewsBowl For Kids Sake
Team members got their chance to show-off their bowling skills at this year’s Big Brothers Big Sisters Bowl for Kids…
05.09.22 Company Updates2022 Shred Event
It was wonderful to connect with so many clients and friends this past weekend! Despite the 40+ mph winds, our…
04.25.22 ResourcesDaily Market Moves Not Seen For Over a Decade
If it feels like the stock market has had a volatile start in 2022, you are correct! Between geopolitical issues…
04.19.22 April 2022 ViewpointViewpoint- April 2022
The real impact of timing the market.
04.06.22 NewsWealth Advisors Present to Women’s Leadership Group
Pam Smith, Partner and Wealth Advisor, paired up with Wealth Advisor Associate, Rachel Becker, to present to a local women’s…
03.18.22 NewsInternational Women’s Day
Learn more about our commitment to a more diverse culture.
03.08.22