Blog
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...
Week-In-Review: Week of 07.24.20
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...
Week-In-Review: Week of 07.17.20
Week-In-Review: Week of 07.10.20
Longer Financial: Second Quarter 2020
Month-In-Review: Month of June 2020
Week-In-Review: Week of 07.02.20
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...