Breaking Down 2020 Performance
Breaking Down 2020 Performance What type of characteristics do you like to see when choosing stocks to invest in? Broadly…
01.14.21Future Expected Equity Returns: What it would take to continue the trend
In our most recent post we showed performance data for the Russell 1000 Growth and Value indexes over the past…
12.08.20Growth Vs. Value: Rehashing a perpetual debate
In the current market environment it has become popular to debate the outlook for “Growth vs. Value”. While we believe…
11.17.20Economic Indicator Report- October 2020
There is no single indicator that can tell us how best to invest. However, we find it is vital to…
11.05.20Market Insights- October 28, 2020
Global equity markets are selling off this morning, with most European indexes down between 2% and 4% and the S&P…
10.28.20Market Update Webcast- October 2020
View our latest Market Update Webcast with CIO, Andrew Mies. Key Takeaways:What other disruptions can 2020 deliver?The economic recovery has…
10.22.20Investment Perspectives- August 2020
What Happened to Defensive Equity Investing?
08.25.20 NewsWeidner honored at 40 Under 40 Virtual Event
The firm celebrated, Assistant Vice President, Ammie Weidner, as she was honored as a 40 Under 40 award recipient by…
08.11.20Client Relationship Summary Form Updated June 2020
The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers to provide a brief client relationship summary to retail investors beginning in May 2020.
07.23.20Market Update Webcast- June 2020
View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…
06.28.20Investment Perspectives- June 2020
Buying the Big Five.
06.17.20Your top questions answered
Check back often for more updates on your most common questions.
03.18.20