StewardRight

We’re nearly halfway through 2026 — which makes this the perfect time to pause and evaluate your financial progress.

Have your priorities changed this year? Are your savings, retirement, and investment strategies still aligned with your goals?

Financial stewardship isn’t about perfection. It’s about making thoughtful adjustments along the way. At StewardRight, we help families stay proactive and confident through every season of life.

👉 Schedule a mid-year review at stewardright.com.

At StewardRight, financial planning starts with relationships.
Every family has different goals, concerns, and priorities. That’s why we believe stewardship should always feel personal — not transactional.

We’re grateful to walk alongside clients through career changes, retirement transitions, growing families, and life’s biggest decisions.
Helping people steward their resources wisely isn’t just our profession — it’s our mission.

👉 Meet the StewardRight team at stewardright.com.

Spring is coming to a close, and summer is about to begin. It's a great time to pause and ask three simple questions:

1. Is your portfolio risk tolerance still aligned with your life stage?
2. Are your retirement goals on track for 2026 and beyond?
3. Do you have old 401(k)s or scattered accounts that could be working harder?

At StewardRight, our process is simple: Book → Discover → Decide with Confidence. We help you see your full financial picture — and make moves that align with where you're headed.

You've stewarded your resources this far. Let us help you go further.

AI-driven tools are accelerating across industries, reshaping how work gets done. The "crowd" driving productivity is no longer just in the office — it's increasingly in the cloud. This isn't a passing trend. It's a structural shift.

At StewardRight, we're leaning into technology and software — particularly within the AI ecosystem — as an area with durable, long-term tailwinds. What feels like gradual change today has the potential to become a much broader wave of transformation.

Curious how innovation themes fit your long-term portfolio? Let's talk — stewardright.com.

Michael Proctor leads our team with one goal: helping families in Wichita and beyond steward their resources wisely — through every season of life.

From market uncertainty to retirement readiness, Mike brings clarity, calm, and a long-term perspective to every conversation. Financial guidance isn't just what he does — it's what he believes in.

We'd love to introduce you to what it feels like to have a true financial steward in your corner. Meet with Mike at stewardright.com or call (316) 768-7526.

"The market doesn't punish mistakes immediately — it punishes them eventually." — Howard Marks

Strong recoveries can build confidence quickly. But they can also lead investors to overlook risks that haven't fully surfaced — supply chain constraints, uneven sector performance, and shifts still playing out beneath the headlines.

At StewardRight, staying grounded in a process matters more than reacting to momentum. We're participating in the market's improving tone — and remaining disciplined while doing it.

Steadiness isn't timidity. It's strategy. Let's make sure your portfolio reflects your goals — not just the market's mood. Contact us today at (316) 768-7526.

Tax Day may be behind us, but a few important deadlines are still ahead — and missing them can cost you.

Mark your calendar:
• June 15 — Q2 estimated tax payment due
• September 15 — Q3 estimated tax payment due
• October 15 — Extended returns deadline

Now is also the perfect time to confirm your income levels, review Roth IRA eligibility for 2026, and identify tax planning opportunities for the rest of the year. Once these windows close, they're gone.

Good planning happens before deadlines — not at them.

Sending a teen off to college. Watching an adult child say "I do." Planning a much-needed summer vacation. These are the moments life is made of — and they're better when you have a plan.

Big life events can cause financial strain if they catch you off guard. But when you treat your money as a tool, these milestones can be enjoyed to the fullest.

At StewardRight, we help you plan for the moments that matter most — so you can be fully present for them. Call or click today to meet with a financial advisor!

Markets have shown real resilience over the past several weeks, moving from a fragile environment into what looks like a V-shaped recovery.

At StewardRight, we're gradually redeploying capital as strength confirms — while avoiding the urge to chase extended moves. We're keeping dry powder ready and staying selective, leaning into areas with durable long-term tailwinds.

Leadership may remain uneven, but innovation-driven sectors continue to lead. We're moving from defense to selective offense — with discipline guiding every step.

May isn't just for cleaning out closets — it's one of the best times of year to refresh your finances too.

Start by reviewing recurring subscriptions, outstanding debt, and your cash flow picture. Are your current habits aligned with your goals for the rest of 2026? Small adjustments now can make a big difference by year-end.

Our advisors at StewardRight are here to help you take stock of where you are — and map out where you want to go.