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.

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.

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