Latest Insights
Bowl 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 ResourcesDaily 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 NewsWealth 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 NewsInternational 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 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 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 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 ResourcesEstate Planning 2022 Federal Tax Update
The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.
03.03.22 ResourcesVolatility Continues
All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…
02.24.22