Latest Insights

News

Hampton Selected for Leadership Award

Congratulations to Partner, Sarah Hampton, for being selected as the Wichita Business Journal’s Women Who Lead in Financial Services.  What’s…

03.30.21
Resources

Advantages and Disadvantages of a Roth IRA Conversion

Take a closer look before you decide on converting your IRA

03.25.21
March 2021 Viewpoint

Viewpoint- March 2021

How could rising yields impact economic growth and stock prices?

03.08.21
Resources

1099 Forms

Explaining the many types of 1099 forms and their uses.

03.01.21
News

Kirk and Dechant Named to Forbes Top List

Forbes announces their Best-In-State Wealth Advisors for 2021.  Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen…

02.28.21
In the News

And the Winner is…

The team ‘virtually’ took home the Private Asset Management 2021 award for Women in Wealth Advocate of the Year- Firm…

02.15.21
News

Recipients of the 2020 Core Value Awards

Each quarter, employees of the firm nominate a fellow team member that exhibits our stated core values. Below are the…

02.15.21
Retirement and Financial Planning

2020 Tax Guide

Mailing ScheduleForm 1099 Tax Information By January 31, 2021, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…

02.10.21
Investment

Economic Indicator Report- February 2021

There is no single indicator that can tell us how best to invest. However, we find it is vital to…

02.09.21
February 2021 Viewpoint

Viewpoint- February 2021

The market is seeing a strong start to 2021, but will the trend continue?

02.09.21

We’ve Made the Short-List!

We are thrilled to have been chosen by the Private Asset Management Awards committee for multiple honors including: Best Firm…

01.26.21
News

Dechant Shares Our Recruitment Strategies with WealthManagement.com

“To attract talented financial advisors, this means offering something they don’t get elsewhere, and it can’t just be money.”  CEO,…

01.14.21