Latest Insights
Viewpoint- August 2022
Now may be the perfect time to visit abroad!
08.08.22 Generation Now7 Ways to Guide Your College-Age Kid Toward the Right Career Path
Sending your children off to college is an exciting and emotional milestone for your family. You’ve done the work to…
08.05.22 Company UpdatesSwisher earns recognition from the Wichita Business Journal
Congratulations to Partner and Wealth Advisor, Jordan Swisher! Jordan was selected by the Wichita Business Journal as a Woman Who…
08.05.22 Retirement and Financial PlanningFour Strategies for Taking Advantage of Stressed Markets
Strategies that focus on the long-term
07.07.22 July 2022 ViewpointViewpoint- July 2022
Increasing rates and the impact on the housing market.
07.07.22 Retirement and Financial PlanningYour Questions Answered 2022
Your questions are our top concern. Over the past few weeks, we have collected the most frequently asked questions about…
06.29.22 In the News6 Meridian Expands Leadership Team with Eight New Partners
The Wichita-based Hightower advisory business invests in its next-generation leaders, ensuring its multi-generational clients are well-served now and for decades to come.
06.23.22 Retirement and Financial PlanningInflation Ubiquitous
“Inflation this high hasn’t been seen since the late 1970s” – this headline could have been copy and pasted for…
06.16.22 June 2022 ViewpointViewpoint- June 2022
Slow and steady wins the race.
06.07.22 In the CommunityUnited Way Flags of Freedom
Celebrating Memorial Day weekend is the perfect opportunity to take a step back and remember those who have played a…
05.27.22 Company UpdatesTechnology Director Recognized by the WBJ
We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…
05.23.22 Retirement and Financial PlanningUnprecedented 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