New Insight from 6 Meridian
Two young professionals looking to return to Wichita land at same wealth advisory firm
Welcome to the team, Eddie Jacobs! Eddie will be leading 6 Meridian technology initiatives including research and implementation of new systems to improve the client experience as well as improving efficiencies within current corporate platforms. Learn more about Eddie and his new role here.
Finding an asset class that posted a positive return in 2018 proved to be difficult.
Congratulations to Tim Rozzell on earning the Certified Financial Planner (CFP®) designation! Your dedication to continued training embraces our team’s commitment to providing expert advice and tailored financial planning solutions.
We are so thrilled to earn the Wichita Business Journal’s Best Places to Work honor and Small Biz Category Winner! Thank you to our amazing team who approach every day with a personal commitment to our clients and to each other.
A little over a year ago we published a blog post noting that risk-adjusted return for US stocks had been unusually high. Specifically the Sharpe ratio – return in excess of the return on cash divided by volatility – was at a historically high level. The conclusion was that it had been nice for investors but was…
Is the average return for the S&P 500 influenced by the election cycle?
Always delighted to share our insights with local media. Stay tuned on KWCH 12 Eyewitness News for Partner, Pam Smith’s advice on holiday spending. Watch here.