Latest Insights
Viewpoint- August 2020
Just how dramatic has consumer spending changed over the last year?
08.05.20 Company UpdatesPhox and Dechant featured in Financial Advisor Magazine
What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory…
08.04.20 Company UpdatesClient 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.
07.23.20 Company Updates6 Meridian Honored as an Innovation Award Recipient
Thank you to the Wichita Business Journal for the honor of being named a 2020 Innovation Award recipient. This virtual…
07.10.20 July 2020 ViewpointViewpoint- July 2020
Is the market entirely disconnected from economic reality?
07.06.20 InvestmentMarket Update Webcast- June 2020
View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…
06.28.20 InvestmentInvestment Perspectives- June 2020
Buying the Big Five: There is comfort investing in the largest, most successful companies. They are household names, the market has recognized and rewarded their dominance, and winners take all. Right? Not so fast.
06.17.20 Education PlanningABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 Estate and InsuranceMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20 Women and InvestingHow Women Can Prepare For Retirement
A practical financial checklist for the future.
06.05.20 June 2020 ViewpointViewpoint- June 2020
What drove the miraculous stock market recovery over the past two months?
06.05.20 Retirement and Financial PlanningOrganizing Your Financial Closet
All of this time at home lately, has opened up some opportunities to get organized.