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A Message on Recent Account Activity

A Message on Recent Account Activity Rebalancing portfolios to long-term strategic targets Key points: Markets continue to recover from the first quarter’s coronavirus-induced volatility. As we communicated in March, it is important to keep a long-term perspective and...

Featuring Richard Baker

Meet Dr. Richard Baker! Richard is a financial advisor and doctor of ministry in our Springfield, MO office, where he serves faith-based communities, including individuals, businesses, universities, ministries, and large corporations. Richard enjoys assisting people...

Featuring Matt Waters

Meet Matt Waters! Matt is a financial advisor in our Denver, CO office and enjoys creating simple, relatable solutions to complex situations. His primary objective is to consult with individuals, families, and businesses and get to know their values and hopes. Matt's...

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