Latest Insights

Resources

Raising Well-Grounded Children While Transferring Wealth Through Generations

Watch this video to gain insights on how generational wealth is the result of careful financial planning that includes the passing on of a value system to future generations.

03.13.24
March 2024 Viewpoint

Viewpoint- March 2024

Factors behind Japan’s recent uptick in investor interest.

03.06.24
Retirement and Financial Planning

A Priority on Wealth Preservation

Simple strategies to protect the wealth you’ve worked to build.

03.01.24
News

Amanda Maier Empowers Future Leaders Through Mentorship

Amanda Maier dedicated time to serving at the Wichita Business Journal’s 11th annual Mentoring Monday event.

02.28.24
News

New Director of Marketing Announced

6 Meridian is excited to announce that accomplished financial marketer, Jessica Atherton, has joined the 6 Meridian team as the Director of Marketing.

02.21.24
News

Rachel Bruce chooses the Sunflower State over flashy city lights

Wealth advisor Rachel Bruce recently shared her story of returning home to Kansas with Choose Wichita.

02.21.24
February 2024 Viewpoint

Viewpoint- February 2024

US Large Caps hit new highs, leaving US Small Caps below record levels.

02.05.24
Resources

Simple Steps to Improve Your Financial Future

Practical tips and strategies to help you begin

02.05.24
Resources

2023 Tax Guide

Mailing ScheduleForm 1099 Tax Information By January 31, 2024, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…

01.25.24
News

Local Events to Celebrate Martin Luther King Jr. Day 2024

As we enter the holiday weekend to celebrate the life and work of Dr. King, may we take some time…

01.12.24
January 2024 Viewpoint

Viewpoint- January 2024

Supply chain issues are back.

01.05.24
Retirement and Financial Planning

New Year’s Financial Checklist

10-Point Financial Checklist

01.04.24