Latest Insights
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 ViewpointViewpoint- May 2022
Are bonds still a diversification strategy?
05.10.22 In the CommunityBowl 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 Updates2022 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 PlanningDaily 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 ViewpointViewpoint- April 2022
The real impact of timing the market.
04.06.22 In the CommunityWealth 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 CommunityInternational Women’s Day
Learn more about our commitment to a more diverse culture.
03.08.22 March 2022 ViewpointViewpoint- March 2022
2021 Tax Guide and mailing schedule in this month’s newsletter.
03.08.22 In the NewsClient 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 NewsPhillippi 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 NewsCEO 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