Latest Insights
2025 Year-End Charitable Giving Opportunities
As the year winds down, now is the time to consider making charitable contributions before the December 31 deadline to…
11.10.25 ResourcesWeidner Named to 2025 Women Who Lead in Financial Services
Ammie Weidner, Partner and Director of Trading and Operations, has been recognized by the Wichita Business Journal as a 2025…
11.07.25 November 2025 ViewpointViewpoint- November 2025
The holiday season is right around the corner, which means it is time for consumers to open their pocketbooks and…
11.05.25 ResourcesMake a Positive Impact With Your Investments
Six steps for aligning your finances with your values.
11.04.25 Business OwnersThe Benefits of Valuing Your Business
A business owner advisory specialist answers questions on why to value your business today, and why doing so may be easier than you think.
11.04.25 ResourcesHomeowner’s Guide to Title Security and Squatter Prevention
Fraud is an escalating threat affecting Americans across all income levels. According to recent data from the Federal Trade Commission…
11.03.25 Next GenerationApplying for FAFSA® Checklist
Every year on October 1, the Free Application for Federal Student Aid (FAFSA®) opens for college students to apply for…
10.27.25 ResourcesThe Caregiver’s Compass
Finding Balance and Setting Boundaries
10.27.25 Financial Planning & InvestmentsCyber Hygiene Best Practices
As part of our ongoing effort to keep you and your data safe, we have provided some recommendations and best…
10.22.25 Financial Planning & InvestmentsEmerging Cyber Threats
As technology evolves, so do the tactics used by cybercriminals. Financial institutions and their clients are increasingly being targeted by…
10.22.25 Financial Planning & InvestmentsHow to Spot a Phishing Email
The ability to review and identify phishing emails has become a critical skill in today’s digital environment. Phishing attacks are…
10.22.25 Financial Planning & InvestmentsHow to Protect Your Personal Data
Cybercriminals are constantly looking for ways to steal personal information. Understanding what they target and how to protect it is…
10.22.25