Latest Insights
Ladies Luncheon Recap
We had an absolutely lovely time with our clients and new friends at this year’s Ladies Luncheon at Botanica. Visit…
11.18.21 November 2021 ViewpointViewpoint- November 2021
What is driving price increases?
11.08.21 In the NewsDechant named as an Executive of the Year
Margaret Dechant, CEO, was honored to be amongst an incredible group of executives and CEOs named as 2021 Executives of…
11.08.21 October 2021 ViewpointViewpoint- October 2021
How current economic conditions may be impacting the future of stimulus payments.
10.08.21 Company Updates6 Meridian Celebrates 5-Year Anniversary
A group that knows how to celebrate! As we celebrate our 5-year anniversary, we reflect on our growth and success…
09.23.21 In the CommunityTeam 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…
09.23.21 In the NewsSwisher 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…
09.17.21 September 2021 ViewpointViewpoint- September 2021
Lumber prices drop. What does this signal?
09.07.21 August 2021 ViewpointViewpoint- August 2021
Conducting your mid-year financial check-up.
08.11.21 InvestmentEconomic Indicator Report- August 2021
There is no single indicator that can tell us how best to invest. However, we find it is vital to…
08.02.21 Education PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21 Estate and InsuranceQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21