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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
July 2023 Viewpoint

Viewpoint- July 2023

Recent TSA reports might provide insight into the economic anxieties of the general public.

07.11.23
Next Generation

Countdown to College

Things to consider as a parent of a future college student.

07.01.23
Finance Planning & Investments

Understanding the Breadth Indicator

What has to happen to expand the narrow breadth performance of the S&P 500?

06.26.23