Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.
Brian Leitner, head of wealth management and chief practice management officer, shares why planning for the non-financial aspect of retirement is equally as important as planning for the financial aspect.
Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.
Is TINA (There Is No Alternative) back? Our own Justin Richter shares more in Ingram’s Magazine.
Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets.
Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy.
Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.
Andy Garrison shares his tips for investing in your 20s in this U.S. News article.
Katrina Scott, chief investment officer, was named a member of the Women Who Mean Business Class of 2020 by the Kansas City Business Journal.
Patricia Kummer, managing director, shares what the ‘new normal’ means for investors, discussing what could be temporary and what is likely to last indefinitely.
Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal.
We understand the importance of integrating ongoing tax planning as part of your overall wealth plan. Our experienced tax consulting professionals work alongside your wealth team, as well as with your outside counsel, with a goal of developing efficient tax planning strategies that are seamlessly incorporated into your wealth plan. Download this document for strategies to help you begin the process of tax planning for 2021.