May 27, 2020

Meet the 2020 CFO of the Year Honorees

Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal.

May 20, 2020

Fight or Flight — or Better, Stick to the Plan

Patricia Kummer, managing director, talks through the current state of the economy and how it has left many people overwhelmed.

April 14, 2020

The Ongoing Economic Impact of COVID-19

Patricia Kummer, managing director, weighs in on how the pandemic has touched the entire world and the significant changes to the way we will do business going forward.

March 18, 2020

Let’s Take a Look at the ‘Wall of Worry’

Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.

March 13, 2020

Learning to Put Herself in Her Clients’ Boots

What makes Jana Shoulders a Barron’s top-ranked advisor? She puts her clients first. Before advising, she takes the time to learn their needs and goals.

February 19, 2020

Holidays Are Over — It’s Tax Season

Patricia Kummer, managing director, shares information on filing your tax return and how to potentially get all the benefits of the lowest tax liability possible.

June 26, 2018

Opinion: Here’s Some Money Advice for Wealthy Athletes You Can Use Off the Field

Justin McCarthy discusses goals and guidelines for a financial playbook with MarketWatch.

June 11, 2018

How Much Will Suspension Cost Julian Edelman? Not Just $988K, Say These Experts

Justin McCarthy and Mark Vlasic weigh in on the importance of a sound financial plan for high-earning professional athletes.

May 14, 2018

Smart Athletes Invest In Their Social Capital. Just Ask Ryan Howard and DeMarco Murray

Justin McCarthy shares his opinions on the future of athlete endorsements with Forbes.

March 15, 2018

“5 Things NFL Athletes Wish They Knew About Their Finances When They First Started” With Justin McCarthy

Justin McCarthy, NFLPA Registered Player Financial Advisor, shares five things NFL athletes wish they knew about their finances when they started their career.

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