Blog
Week-In-Review: Week of 03.20.20
Featuring Kris Koening
Meet Kris Koenig! Kris is a financial advisor in our Overland Park, KS office. He graduated from the University of Kansas with a degree in anthropology, and specializes today in corporate 401(k)s, philanthropic giving and 1031 exchanges for excess boot money on...
Update From Our CEO: COVID-19
Our firm’s vision is to inspire people to achieve their life’s ambitions. We understand that given that current state, it is very difficult for our clients to stay focused on their long-term life objectives. This global health challenge is causing tremendous financial...
Market Update: Making Sense of All the Volatility
Join our webinars this month to learn more. We are in the midst of an unprecedented time. We know investors have a lot of questions. In light of the rapid pace of new information and investors' desire to receive up-to-date information, we are offering a series of...
Week-In-Review: Week of 03.13.20
Managing Volatility and Market Declines
Week-In-Review: Week of 03.06.20
Month-In-Review: Month of February 2020
Week-In-Review: Week of 02.28.20
Here is What You Need to Hear
Here is What You Need to Hear Being a great financial planner isn’t all about using data and plugging in a formula so a computer can put together a plan. Sometimes you have to give people advice they don’t really want to hear, but the fact is they really need to hear...