Latest Insights

Company Updates

6 Meridian Celebrates 5-Year Anniversary

A group that knows how to celebrate! The firm celebrated with a fun family-friendly event at Chicken N’ Pickle. The…

In the Community

Team Members Making an Impact in Our Community

Giving the Basics was founded on the premise that no one should go without the basic items needed to be…

In the News

Swisher and Becker Join Women’s Networking Program

Wealth Advisors, Jordan Swisher and Rachel Becker joined the 2021/2022 Wichita Business Journal Career Women group. Both were nominated by…

September 2021 Viewpoint

Viewpoint- September 2021

Lumber prices drop. What does this signal?

August 2021 Viewpoint

Viewpoint- August 2021

Conducting your mid-year financial check-up.


Economic Indicator Report- August 2021

There is no single indicator that can tell us how best to invest. However, we find it is vital to…

Education Planning

Ways to Fund Special Needs Trusts

A look at the different choices & strategies.

Estate and Insurance

Qualified Charitable Distributions

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.

July 2021 Viewpoint

Viewpoint- July 2021

Why is the 10-year treasury yield so important?

Retirement and Financial Planning

Why is the 10 Year Treasury Yield So Important?

Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch

Retirement and Financial Planning

Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position.

In the News

Weidner Named to Women Who Lead in Professional Services Award

We are delighted to share that our Director of Trading & Operations, Ammie Weidner, was selected as a 2021 Women…