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Estates and Trust
A Guide to Planning
06.24.24 June 2024 ViewpointViewpoint- June 2024
The S&P 500’s Winning Streak: How Frequent All-Time Highs Shape Investment Strategies
06.03.24 NewsMarkus Phox recognized as a Young Professional in Financial Services
Congratulations to Wealth Advisor Associate, Markus Phox, for being recognized by the Wichita Business Journal as a Young Professional in Financial Services.
05.31.24 Estate and InsuranceCritical Estate Documents
Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…
05.28.24 Estate and InsuranceAre You Prepared for an Estate Tax Sunset?
The federal estate tax thresholds may change, impacting wealth transfer strategies.
05.28.24 NewsMeet our Intern: Brayden Elmer
Meet Brayden, our summer intern.
05.20.24 Retirement and Financial Planning8 Myths About Retirement
Don’t let these 8 myths keep you from preparing for retirement.
05.20.24 Estate and InsurancePreventing Estate Planning Pitfalls
Tips to ensure your estate plan aligns with your intentions.
05.20.24 May 2024 ViewpointViewpoint- May 2024
Gold has been having a shining moment to start 2024.
05.06.24 Retirement and Financial PlanningFive Most Overlooked Tax Deductions
Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.
05.03.24 Estate and InsuranceA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 NewsMarketing In Action!
The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our very own Director of Marketing, Jessica Atherton.
04.30.24