Latest Insights

June 2022 Viewpoint

Viewpoint- June 2022

Slow and steady wins the race.

In the Community

United Way Flags of Freedom

Celebrating Memorial Day weekend is the perfect opportunity to take a step back and remember those who have played a…

Company Updates

Technology Director Recognized by the WBJ

We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…

Retirement and Financial Planning

Unprecedented Moves in the Bond Market

It is extremely rare in financial markets to have something happen for the first time. In our May Viewpoint (see…

May 2022 Viewpoint

Viewpoint- May 2022

Are bonds still a diversification strategy?

In the Community

Bowl For Kids Sake

Team members got their chance to show-off their bowling skills at this year’s Big Brothers Big Sisters Bowl for Kids…

Company Updates

2022 Shred Event

It was wonderful to connect with so many clients and friends this past weekend!  Despite the 40+ mph winds, our…

Retirement and Financial Planning

Daily Market Moves Not Seen For Over a Decade

If it feels like the stock market has had a volatile start in 2022, you are correct! Between geopolitical issues…

April 2022 Viewpoint

Viewpoint- April 2022

The real impact of timing the market.

In the Community

Wealth Advisors Present to Women’s Leadership Group

Pam Smith, Partner and Wealth Advisor, paired up with Wealth Advisor Associate, Rachel Becker, to present to a local women’s…

In the Community

International Women’s Day

Learn more about our commitment to a more diverse culture.

March 2022 Viewpoint

Viewpoint- March 2022

2021 Tax Guide and mailing schedule in this month’s newsletter.