Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal.
Patricia Kummer, managing director, talks through the current state of the economy and how it has left many people overwhelmed.
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.
Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.
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.
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.
Justin McCarthy discusses goals and guidelines for a financial playbook with MarketWatch.
Justin McCarthy and Mark Vlasic weigh in on the importance of a sound financial plan for high-earning professional athletes.
Justin McCarthy shares his opinions on the future of athlete endorsements with Forbes.
Justin McCarthy, NFLPA Registered Player Financial Advisor, shares five things NFL athletes wish they knew about their finances when they started their career.