Latest Insights
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 PlanningEstate Management Checklist
Important questions to ask yourself about your estate.
07.25.23 ResourcesHow 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 PlanningSocial Security: Five Facts You Need to Know
Five facts about Social Security that are important to keep in mind.
07.25.23 Finance Planning & InvestmentsWhat To Do When a Loved One Dies
A list of issues to consider and steps to take.
07.25.23 Finance Planning & InvestmentsCollege Funding Options
You can plan to meet the costs through a variety of methods.
07.24.23 July 2023 ViewpointViewpoint- July 2023
Recent TSA reports might provide insight into the economic anxieties of the general public.
07.11.23 Next GenerationCountdown to College
Things to consider as a parent of a future college student.
07.01.23 Finance Planning & InvestmentsUnderstanding the Breadth Indicator
What has to happen to expand the narrow breadth performance of the S&P 500?
06.26.23 News6 Meridian Commemorates Juneteenth
Happy Juneteenth! Juneteenth is a time to commemorate an important part of American history and to reflect on the ongoing…
06.19.23 NewsTeam Building at Top Golf
Enjoyed some quality team-building time at Top Golf Wichita last week. Who knew Angry Birds and golf combined so well…
06.17.23 ResourcesFAFSA Simplification Act
Learn about how legislative changes can help you finance your loved one’s education.
06.16.23