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CEO, Doug Wolff, and CIO, Joseph Wittrock were listed among the 250 most influential business leaders in the Kansas City region by Ingram's

Wealth Management published an article by Dave Byrnes, Head of Distribution, on the use of annuities to diversify portfolios in its August issue.The article covers the potential value of using fixed and fixed index annuities as diversification tools in volatile markets. 

Registered investment advisors are growing more confident about the economy—particularly when it comes to inflation—but many remain wary of potential headwinds such as tariffs, geopolitical tensions and rising client anxiety around Social Security and retirement income, according to a new survey.