Latest Insights
Viewpoint- December 2023
Last minute tax planning tips. You still have time!
12.11.23 TaxesLast 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 Finance Planning & InvestmentsThe 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 October 2023 ViewpointViewpoint- October 2023
As rates continue to increase, the impact on outstanding US debt is concerning.
10.05.23 NewsCMO Selected as a Woman In Business Honoree
Congratulations to Partner & Chief Marketing Officer, Amanda Maier! Amanda was selected as a 2023 Woman In Business. The Women…
09.26.23 September 2023 ViewpointViewpoint- September 2023
Is your portfolio setting you up for the long game?
09.11.23 Estate PlanningWhen Caregivers Become Care Recipients
Hightower CEO Bob Oros shares his story and insights to help ease the transition for others
09.07.23 Women & WealthConquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
09.01.23