Latest Insights
Enhancing Client Experience: Strategic Team Adjustments at 6 Meridian
At 6 Meridian, we’re committed to continuously refining our team structure to enhance the client experience. As part of this…
01.15.25 Finance Planning & InvestmentsMarket Predictions: A 25-Year Retrospective
We compiled the forecasts from strategist over the past 25 years to see how well the forecasts did at predicting…
01.10.25 Finance Planning & InvestmentsNew Year’s Financial Checklist
10-Point Financial Checklist
01.09.25 January 2025 ViewpointViewpoint- January 2025
Wall Street has a new mnemonic, enter BAATMMAN (POW! BANG! ZWAP!)! For many years, Wall Street has come up with…
01.06.25 Finance Planning & InvestmentsUnderstanding the Role of Emotions and Biases in Investing
During the COVID-19 pandemic and the subsequent years, the global economy experienced significant volatility. Supply chains were disrupted due to…
01.06.25 Women & WealthManaging the Loss of a Spouse: A Widow’s Guide
Given that women’s life expectancy in the U.S. is five years longer than men, they are highly likely to outlive…
01.02.25 Finance Planning & InvestmentsHow to Avoid Caregiver Burnout
There is a large, often silent group of warriors in just about every context of our lives – at work,…
12.31.24 Finance Planning & Investments2024 Year-End Tax Planning Opportunities
Tax planning is an all-season activity, but year-end provides the urgency that many need to focus on and unearth any…
12.30.24 Finance Planning & InvestmentsPreparing for a Divorce
Taking Steps Toward a New Chapter
12.27.24 Finance Planning & InvestmentsCostly Mistakes to Avoid in a Divorce
Very few divorces are “easy.” When children are involved, the process becomes even more complicated. And for high-income couples and…
12.26.24 NewsRachel Bruce: Championing Wealth and Wellness at 6 Meridian
We’re very pleased to be recognizing one of our own as we mark Rachel Bruce’s promotion to Wealth Advisor. A…
12.20.24 NewsHeartfield recognized as an Emerging Leader
Congratulations to Investment Operations Associate, Jenni Heartfield, for being recognized as a 2024-2025 Wichita Business Journal Emerging Leader.
12.20.24