Latest Insights
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 ViewpointViewpoint- March 2024
Factors behind Japan’s recent uptick in investor interest.
03.06.24 Retirement and Financial PlanningA Priority on Wealth Preservation
Simple strategies to protect the wealth you’ve worked to build.
03.01.24 NewsAmanda 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 NewsNew 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 NewsRachel 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 ViewpointViewpoint- February 2024
US Large Caps hit new highs, leaving US Small Caps below record levels.
02.05.24 ResourcesSimple Steps to Improve Your Financial Future
Practical tips and strategies to help you begin
02.05.24 Resources2023 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 NewsLocal 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 ViewpointViewpoint- January 2024
Supply chain issues are back.
01.05.24 Retirement and Financial PlanningNew Year’s Financial Checklist
10-Point Financial Checklist
01.04.24