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Simple Steps to Improve Your Financial Future
Practical tips and strategies to help you begin
02.05.24 Resources2023 Tax Guide
Mailing ScheduleForm 1099 Tax Information By January 31, 2024, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…
01.25.24 NewsLocal Events to Celebrate Martin Luther King Jr. Day 2024
As we enter the holiday weekend to celebrate the life and work of Dr. King, may we take some time…
01.12.24 January 2024 ViewpointViewpoint- January 2024
Supply chain issues are back.
01.05.24 Retirement and Financial PlanningNew Year’s Financial Checklist
10-Point Financial Checklist
01.04.24 December 2023 ViewpointViewpoint- December 2023
Last minute tax planning tips. You still have time!
12.11.23 Retirement and Financial PlanningLast Minute Tax Planning Tips
It’s not too late to take action.
12.08.23 News6 Meridian Featured on KSN’s ‘Giving Back’ Series
In the spirit of Thanksgiving, we wanted to express our gratitude to the organizations in our community that make an…
11.20.23 NewsJason Mayers recognized as a Young Professional in Financial Services
Congratulations to Senior Associate in Investment Management, Jason Mayers, for being recognized by the Wichita Business Journal as a Young…
11.17.23 InvestmentThe Market Has No Problem Concentrating
The market concentration so far this year is unprecedented!
11.09.23 November 2023 ViewpointViewpoint- November 2023
Bonds aren’t boring anymore!
11.07.23 NewsLynne Davidson recognized as a Young Professional in Professional Services
Congratulations to Client Relationship Associate, Lynne Davidson, for being recognized by the Wichita Business Journal as a Young Professional in…
10.24.23