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Featuring Rich Laing

Meet Rich Laing! Rich is a wealth advisor in our Overland Park, KS office, where he develops a process to manage all the different pieces of a family’s wealth puzzle. Rich has always had a fascination with watching wealth be created out of a concept or idea....

Q4 Quarterly Client Update

Headwinds Subside, Markets Reach New Highs As 2019 came to an end with the major stock indices at or near their all-time highs, it’s worth reflecting on just how far we have come in this historic decade. Since the S&P 500 bottomed at a level of 676 on March 9,...