Latest Insights

Retirement and Financial Planning

Unprecedented Moves in the Bond Market

It is extremely rare in financial markets to have something happen for the first time. In our May Viewpoint (see…

05.13.22
May 2022 Viewpoint

Viewpoint- May 2022

Are bonds still a diversification strategy?

05.10.22
In the Community

Bowl For Kids Sake

Team members got their chance to show-off their bowling skills at this year’s Big Brothers Big Sisters Bowl for Kids…

05.09.22
Company Updates

2022 Shred Event

It was wonderful to connect with so many clients and friends this past weekend!  Despite the 40+ mph winds, our…

04.25.22
Retirement and Financial Planning

Daily Market Moves Not Seen For Over a Decade

If it feels like the stock market has had a volatile start in 2022, you are correct! Between geopolitical issues…

04.19.22
April 2022 Viewpoint

Viewpoint- April 2022

The real impact of timing the market.

04.06.22
In the Community

Wealth Advisors Present to Women’s Leadership Group

Pam Smith, Partner and Wealth Advisor, paired up with Wealth Advisor Associate, Rachel Becker, to present to a local women’s…

03.18.22
In the Community

International Women’s Day

Learn more about our commitment to a more diverse culture.

03.08.22
March 2022 Viewpoint

Viewpoint- March 2022

2021 Tax Guide and mailing schedule in this month’s newsletter.

03.08.22
In the News

Client Service Team Earns Innovation Award

The client service team along with our technology director, earned the Innovation Award honor presented by the Wichita Business Journal….

03.04.22
In the News

Phillippi Podcast Interview

Understanding the many operational nuances of an advisory firm can be complicated in an ever-changing industry.  6 Meridian Chief Operating…

03.04.22
In the News

CEO Named Chair of University Advisory Board

Congratulations to our CEO, Margaret Dechant! Your unique perspective and mindset will truly be an asset to the board as…

03.04.22