Latest Insights
Hampton Selected for Leadership Award
Congratulations to Partner, Sarah Hampton, for being selected as the Wichita Business Journal’s Women Who Lead in Financial Services. What’s…
03.30.21 March 2021 ViewpointViewpoint- March 2021
How could rising yields impact economic growth and stock prices?
03.08.21 In the NewsKirk and Dechant Named to Forbes Top List
Forbes announces their Best-In-State Wealth Advisors for 2021. Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen…
02.28.21 In the NewsAnd the Winner is…
The team ‘virtually’ took home the Private Asset Management 2021 award for Women in Wealth Advocate of the Year- Firm…
02.15.21 Company Updates2020 Tax Guide
Mailing ScheduleForm 1099 Tax Information By January 31, 2021, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…
02.10.21 InvestmentEconomic Indicator Report- February 2021
There is no single indicator that can tell us how best to invest. However, we find it is vital to…
02.09.21 February 2021 ViewpointViewpoint- February 2021
The market is seeing a strong start to 2021, but will the trend continue?
02.09.21We’ve Made the Short-List!
We are thrilled to have been chosen by the Private Asset Management Awards committee for multiple honors including: Best Firm…
01.26.21 In the NewsDechant Shares Our Recruitment Strategies with WealthManagement.com
“To attract talented financial advisors, this means offering something they don’t get elsewhere, and it can’t just be money.” CEO,…
01.14.21Breaking Down 2020 Performance
Breaking Down 2020 Performance What type of characteristics do you like to see when choosing stocks to invest in? Broadly…
01.14.21 January 2021 ViewpointViewpoint- January 2021
View the dramatic drawdowns and recoveries in 2020.
01.08.21 Company UpdatesCompany Promotions Announced
6 Meridian announces the following title promotions: Trevor Phillippi, CFA®, has been promoted to Chief Operating Officer. Ammie Weidner has…
01.08.21