Latest Insights

August 2020 Viewpoint

Viewpoint- August 2020

Just how dramatic has consumer spending changed over the last year?

08.05.20
Company Updates

Phox and Dechant featured in Financial Advisor Magazine

What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory…

08.04.20
Company Updates

Client Relationship Summary Form Updated June 2020

The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers to provide a brief client relationship summary to retail investors beginning in May 2020.

07.23.20
Company Updates

6 Meridian Honored as an Innovation Award Recipient

Thank you to the Wichita Business Journal for the honor of being named a 2020 Innovation Award recipient. This virtual…

07.10.20
July 2020 Viewpoint

Viewpoint- July 2020

Is the market entirely disconnected from economic reality?

07.06.20
Investment

Market Update Webcast- June 2020

View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…

06.28.20
Investment

Investment Perspectives- June 2020

Buying the Big Five: There is comfort investing in the largest, most successful companies.  They are household names, the market has recognized and rewarded their dominance, and winners take all. Right?  Not so fast.

06.17.20
Education Planning

ABLE Accounts for Loved Ones with Disabilities

More families should know about these tax-advantaged savings vehicles.

06.05.20
Estate and Insurance

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

06.05.20
Women and Investing

How Women Can Prepare For Retirement

A practical financial checklist for the future.

06.05.20
June 2020 Viewpoint

Viewpoint- June 2020

What drove the miraculous stock market recovery over the past two months?

06.05.20
Retirement and Financial Planning

Organizing Your Financial Closet

All of this time at home lately, has opened up some opportunities to get organized.

06.04.20