In the News
Stepp & Rothwell, Inc. is frequently quoted in local and national news and magazines, including Bloomberg BusinessWeek, Forbes.com, Fortune, Kiplinger’s Personal Finance, Los Angeles Times, Medical Economics, Private Wealth, Reader’s Digest, The Robb Report, SmartMoney, Wealth Manager, and Worth.
“Finding the Best Life Insurance”
May, 2023
“Finding Affordable Life Insurance”
May, 2023
“20 People to Know…In Financial Services”
March, 2023
“RIA Edge 100”
February, 2023
“Expert Advice: Credit Card Basics“
September, 2021
“Table of Experts: Financial Services in Unprecedented Times“
August 14, 2020
“Starlight Welcomes New Board Members“
June 1, 2020
“Doctors Advisors Share Their Best Year-End Tax Tips“
October 21, 2019
“2019 NextGen Leaders: Amy Guerich“
July 26, 2019
“Table of Experts: Women in Finance“
May 8, 2018
“Stepp & Rothwell Announces Three New Partners“
May 1, 2018
“The Perils of Startups“
May 1, 2018
“End-of-Year Tax Tips: Do What You Can Before It’s Too Late”
Medscape
November 15, 2017
“Retire by 50: How to Manage Your Finances to Retire Early”
Medscape
August 16, 2017
“Help Clients Avoid Surprisingly Steep Medicare Premiums”
FinancialPlanning
August 8, 2017
“Doctors’ 5 Most Frequent Investing Mistakes – and How to Avoid Them”
Medscape
May 3, 2017
“Overland Park neighbors flag Chiefs great Tony Richardson for leaving home in disrepair“
Fox4KC
February 6, 2017
“Grandparents and Gift-Giving: How to Set Boundaries with Children”
The Wall Street Journal
February 3, 2017
Please Note: Limitations: Recognition by unaffiliated publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Stepp & Rothwell is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. No recognition should be construed as a current or past endorsement of Stepp & Rothwell by any of its clients.