Latest Insights
A Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 NewsMarketing In Action!
The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our…
04.30.24 News2024 Shred Event & Donation Drive
Our annual shred event has evolved into a cherished tradition—a place where we securely discard documents while sharing smiles, conversation, and breakfast with our clients.
04.24.24 NewsCelebrating Lynne and Mark Davidson: Champions of Community Service
Lynne Davidson, our dedicated Client Relationship Associate at 6 Meridian, and her husband, Mark, have been champions of community service…
04.15.24 NewsGrowing Our Team to Elevate Client Service Experience
We are delighted to introduce Zenia Acosta, the newest member of our 6 Meridian team, joining us as a Client…
04.05.24 April 2024 ViewpointViewpoint- April 2024
Is “deglobalization” walking the walk or just talking the talk?
04.05.24 Estate PlanningImportant Birthdays Over 50
Crucial birthdays for understanding implications on retirement income.
04.01.24 Finance Planning & InvestmentsInvestment Challenges of the Affluent Investor
High net worth investors face unique challenges related to their financial status, requiring a mindful approach while adhering to fundamental investing principles.
04.01.24 ResourcesRaising 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…
03.13.24 March 2024 ViewpointViewpoint- March 2024
Factors behind Japan’s recent uptick in investor interest.
03.06.24 Finance Planning & InvestmentsA 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