Latest Insights
Viewpoint- April 2021
Is the economy catching up to market expectations?
04.13.21 Education PlanningCountdown to College
Things to consider as a parent of a future college student.
04.08.21 In the NewsHampton 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 Retirement and Financial PlanningAdvantages and Disadvantages of a Roth IRA Conversion
Take a closer look before you decide on converting your IRA
03.25.21 March 2021 ViewpointViewpoint- March 2021
How could rising yields impact economic growth and stock prices?
03.08.21 Retirement and Financial Planning1099 Forms
Explaining the many types of 1099 forms and their uses.
03.01.21 In the NewsKirk 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 NewsAnd 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 Company UpdatesRecipients 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 Company Updates2020 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 InvestmentEconomic 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 ViewpointViewpoint- February 2021
The market is seeing a strong start to 2021, but will the trend continue?
02.09.21