Latest Insights
Viewpoint- June 2022
Slow and steady wins the race.
06.07.22 In the CommunityUnited Way Flags of Freedom
Celebrating Memorial Day weekend is the perfect opportunity to take a step back and remember those who have played a…
05.27.22 Company UpdatesTechnology 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…
05.23.22 Retirement and Financial PlanningUnprecedented 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…
05.13.22 May 2022 ViewpointViewpoint- May 2022
Are bonds still a diversification strategy?
05.10.22 In the CommunityBowl 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…
05.09.22 Company Updates2022 Shred Event
It was wonderful to connect with so many clients and friends this past weekend! Despite the 40+ mph winds, our…
04.25.22 Retirement and Financial PlanningDaily 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…
04.19.22 April 2022 ViewpointViewpoint- April 2022
The real impact of timing the market.
04.06.22 In the CommunityWealth 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…
03.18.22 In the CommunityInternational Women’s Day
Learn more about our commitment to a more diverse culture.
03.08.22 March 2022 ViewpointViewpoint- March 2022
2021 Tax Guide and mailing schedule in this month’s newsletter.
03.08.22