Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning (3)

Woman shopping at mall

Financial self-care

 Jan 27, 2022 |Kristie Svejda

Ladies, start your new year with financial self-care

Read more
Halloween photo

Life at arm's length

 Nov 09, 2021 |Kristie Svejda

Don’t let an ‘arm’s length view’ of investing prevent you from seeing the whole picture.

Read more
Woman with Arms outstretched

Finding motivation in our new world

 Aug 13, 2020 |Kristie Svejda
Five-months into quarantine I find myself reaching for motivation. What can I do to make today better or different than yesterday? I live on an adorable cul-de-sac in the heart of Kansas City, we have a cul-de-sac facing both east and west and both circle...
Read more
Previous

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields