Latest Insights

Finance Planning & Investments

What is Driving S&P 500 Returns?

A look at concentrated performance of the S&P 500.

04.11.23
April 2023 Viewpoint

Viewpoint- April 2023

The roller coaster moves of the 2-year US Treasury over the last two months.

04.06.23
Business Owners

Understanding Sale Structures and Their Tax Implications

A baseline overview for private business owners.

03.22.23
Resources

Maximizing 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 Planning

Making 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
Resources

Issues that Derail the Sale of a Business and How to Avoid Them

Steps you can take to ensure the process is smooth and successful.

03.22.23
Business Owners

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 & Investments

What 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 Planning

Preparing 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 Viewpoint

Viewpoint- March 2023

How can you protect yourself from the rise in cyber crime?

03.06.23
Finance Planning & Investments

7 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
News

Bruce 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