Latest Insights
Advisor 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 Company UpdatesSmith 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 Company UpdatesClient 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 and InsuranceWhat 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 Company UpdatesStephanie 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 Generation Now7 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 Company UpdatesSwisher 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 Retirement and Financial PlanningFour Strategies for Taking Advantage of Stressed Markets
Strategies that focus on the long-term
07.07.22 July 2022 ViewpointViewpoint- July 2022
Increasing rates and the impact on the housing market.
07.07.22 Retirement and Financial PlanningYour Questions Answered 2022
Your questions are our top concern. Over the past few weeks, we have collected the most frequently asked questions about…
06.29.22