W Investments

W Investments David Wernli, CEP®
Andrew Tipton, CFP®
Chris Sexton Securities offered through LPL Financial. Member FINRA/SIPC.

www.finra.org and www.sipc.org Investment advice offered through IHT Wealth Management, a Registered Investment Advisor. W Investments and IHT Wealth Management are separate entities from LPL Financial. The financial professionals associated with W Investments may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be

made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Our office will be closed on Friday, July 3 in observance of the Fourth of July holiday. We wish you a safe and happy In...
07/03/2026

Our office will be closed on Friday, July 3 in observance of the Fourth of July holiday.

We wish you a safe and happy Independence Day!🧨🎆

06/27/2026

🎉 Happy Birthday, Melissa! 🎂

From answering every call with a smile to giving our clients the warmest welcome, you keep our office running smoothly every day. We truly don't know what we'd do without you! Thank you for being the friendly face and heart of our office. Wishing you the happiest birthday and a wonderful year ahead! 🤩⭐

If you live to 95, will your money?If you're too aggressive, will you come up short? Too conservative, and you leave qua...
06/25/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?

💻 https://winvestmentsco.com/
📱(316) 320-2020



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and in...
06/23/2026

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and investor sentiment.

Treasurys are U.S. government bonds, and their yields often move based on expectations for inflation, economic growth, and Federal Reserve policy.

When inflation remains elevated, investors may expect interest rates to stay higher for longer. That can make existing bonds less attractive, pushing prices down and yields up.

Higher Treasury yields can also affect other parts of the economy. The 10-year Treasury, for example, is closely tied to mortgage rates, which can influence homebuyers' borrowing costs.

Rising yields may also affect corporate borrowing, stock valuations, and the broader cost of capital.

While higher yields can signal concern, they can also reflect a market adjusting to new economic data. For consumers and businesses, the key takeaway is that bond market movement can ripple into borrowing costs and financial decisions over time.


Source:

U.S. government bonds are sagging as investors fret that hotter inflation will keep interest rate cuts on hold.

Most parents think the last tuition check means game over for college. The data says it's halftime.50 percent of parents...
06/22/2026

Most parents think the last tuition check means game over for college. The data says it's halftime.

50 percent of parents with adult children still provide regular financial support, spending $1,474 a month to do so. That's more than twice what they're putting toward their own retirement.

Here's what "just helping out a little" actually looks like:

✅ 75 percent of parents aged 45+ are financially supporting at least one adult child, even though over half of those children can meet their own basic needs, according to a 2025 AARP survey.

✅ 42 percent of supporting parents report financial stress. 9 percent have retired early because of it.

✅ 47 percent say they've sacrificed their own financial position for the sake of their kids.

✅ 18 percent say the support could continue indefinitely. They don't see an end in sight.

This isn't about being less generous. It's about being intentional.

Whether your kid just graduated, graduated five years ago, or is still in school, the question is the same: Is your support happening by design or by default?

That's worth a conversation.

In observance of Juneteenth, we are closed today in alignment with the federal market holiday schedule.
06/19/2026

In observance of Juneteenth, we are closed today in alignment with the federal market holiday schedule.

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need ...
06/18/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

💻 https://winvestmentsco.com/
📱(316) 320-2020

⛳ We spent Saturday enjoying sunshine, community and golf at the Hot Shot Golf Challenge! From passing out shirts to vol...
06/15/2026

⛳ We spent Saturday enjoying sunshine, community and golf at the Hot Shot Golf Challenge!

From passing out shirts to volunteering throughout the day, we loved being part of the event and connecting with so many participants.

Thank you to everyone who stopped by and helped make the day memorable. We’re proud to support our local community and the organizations that make events like this possible. ☀️🏌️‍♀️🏌️‍♂️

Address

101 N Main Street
El Dorado, KS
67042

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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