Latest Insights
What is Driving S&P 500 Returns?
A look at concentrated performance of the S&P 500.
04.11.23 April 2023 ViewpointViewpoint- April 2023
The roller coaster moves of the 2-year US Treasury over the last two months.
04.06.23 Business OwnersUnderstanding Sale Structures and Their Tax Implications
A baseline overview for private business owners.
03.22.23 ResourcesMaximizing the Value of Your Business Ahead of a Sale
Here are some areas you may need to focus on as you seek the best price for your company.
03.22.23 Estate PlanningMaking the Most of Your Financial Success After You Retire
A framework for preparing for the next stage of life in order to achieve your personal and financial goals.
03.22.23 ResourcesIssues that Derail the Sale of a Business and How to Avoid Them
Steps you can take to ensure the process is smooth and successful.
How to Decide Whether to Keep or Sell Your Business
A guide to help a business owner decide whether or not to sell the business.
03.22.23 Finance Planning & InvestmentsWhat Keeps You Up at Night?
There are many things in our lives that make it difficult for us to sleep, but concerns about our financial…
03.22.23 Estate PlanningPreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23 March 2023 ViewpointViewpoint- March 2023
How can you protect yourself from the rise in cyber crime?
03.06.23 Finance Planning & Investments7 Practices to Protect Against Cyber Crime
Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques…
03.02.23 NewsBruce and Swisher Recognized by the Wichita Business Journal
Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…
03.02.23