Latest Insights

April 2021 Viewpoint

Viewpoint- April 2021

Is the economy catching up to market expectations?

Education Planning

Countdown to College

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

In the 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…

Retirement and Financial Planning

Advantages and Disadvantages of a Roth IRA Conversion

Take a closer look before you decide on converting your IRA

March 2021 Viewpoint

Viewpoint- March 2021

How could rising yields impact economic growth and stock prices?

Retirement and Financial Planning

1099 Forms

Explaining the many types of 1099 forms and their uses.

In the 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…

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…

Company Updates

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…

Company Updates

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…


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…

February 2021 Viewpoint

Viewpoint- February 2021

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