Latest Insights

In the News

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 Viewpoint

Viewpoint- March 2021

How could rising yields impact economic growth and stock prices?

03.08.21
In the News

Kirk 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 News

And 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 Updates

2020 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
Investment

Economic 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 Viewpoint

Viewpoint- February 2021

The market is seeing a strong start to 2021, but will the trend continue?

02.09.21

We’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 News

Dechant 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,…

01.14.21

Breaking 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 Viewpoint

Viewpoint- January 2021

View the dramatic drawdowns and recoveries in 2020.

01.08.21
Company Updates

Company 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