January 11, 2021

Vaccine Rollout Will go a Long Way in its Impact on Investing, Consumer Sentiment: Expert

Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.

December 1, 2020

Even In Retirement, You Need a Plan

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.

September 14, 2020

NFL Players Look to Stock Market After Opting Out of 2020 Season

Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.

August 21, 2020

Sorry, TINA: There Are Alternatives for Investors

Is TINA (There Is No Alternative) back? Our own Justin Richter shares more in Ingram’s Magazine.

August 20, 2020

We Tend to Think That the Market and Investors are more Comfortable if they Think Neither Party can be a Sweep: Wealth Advisor

Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets.

July 20, 2020

Make a Plan to Repay Your Borrowed 401(k) Money

Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy.

July 15, 2020

Economic Impact on Retirement

Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.

June 26, 2020

8 Rules for Investing In Your 20s You Can’t Ignore

Andy Garrison shares his tips for investing in your 20s in this U.S. News article.

June 17, 2020

2020 Women Who Mean Business Honorees

Katrina Scott, chief investment officer, was named a member of the Women Who Mean Business Class of 2020 by the Kansas City Business Journal.

June 16, 2020

The ‘New Normal’ Just Might Become Old Hat

Patricia Kummer, managing director, shares what the ‘new normal’ means for investors, discussing what could be temporary and what is likely to last indefinitely.

Contact Us