Latest Insights
Viewpoint- October 2022
A look at the 2022 bear market rallies.
10.07.22 Finance Planning & InvestmentsThe Behavior Gap and Your Financial Health
How might it affect you?
10.07.22 NewsAdvisor Team Welcomes Calvin Pearson
Welcome new Wealth Advisor, Calvin Pearson, CFP®. Originally from Durban, South Africa, Calvin came to Wichita on a golf scholarship…
10.05.22 NewsSmith Earns Women’s Business Leadership Award
Congratulations to Founding Partner and Wealth Advisor, Pam Smith! Pam was nominated by the Wichita business community and selected as…
09.28.22 NewsClient Service Team Continues to Grow
Welcome to the team, Alex Freund. Alex joined our team as a Client Relationship Support Associate and is responsible for…
09.21.22 September 2022 ViewpointViewpoint- September 2022
The impact of Fed policy on the treasury curve and what it means to investors.
09.09.22 Estate PlanningWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 NewsStephanie Murphy Recognized as a Woman Who Leads
Congratulations to Client Relationship Manager, VP, Stephanie Murphy! Stephanie was selected by the Wichita Business Journal as a Woman Who…
08.29.22 August 2022 ViewpointViewpoint- August 2022
Now may be the perfect time to visit abroad!
08.08.22 Next Generation7 Ways to Guide Your College-Age Kid Toward the Right Career Path
Sending your children off to college is an exciting and emotional milestone for your family. You’ve done the work to…
08.05.22 NewsSwisher earns recognition from the Wichita Business Journal
Congratulations to Partner and Wealth Advisor, Jordan Swisher! Jordan was selected by the Wichita Business Journal as a Woman Who…
08.05.22 July 2022 ViewpointViewpoint- July 2022
Increasing rates and the impact on the housing market.
07.07.22