Latest Insights
Swisher 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 ResourcesWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21 ResourcesQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21 July 2021 ViewpointViewpoint- July 2021
Why is the 10-year treasury yield so important?
07.13.21 ResourcesWhy is the 10 Year Treasury Yield So Important?
Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch
07.12.21 ResourcesConducting Your Mid-Year Financial Checkup
The midpoint of the year is a great time to review your financial position.
07.08.21 NewsWeidner Named to Women Who Lead in Professional Services Award
We are delighted to share that our Director of Trading & Operations, Ammie Weidner, was selected as a 2021 Women…
06.29.21 NewsWealth Management team adds new advisor
Welcome our newest Wealth Advisor Associate, Tim Lynch. As a professional golfer for six years, Wealth Advisor Associate, Tim Lynch,…
06.29.21 News6 Meridian Investment Team Celebrate Innovation Award
On June 17, 2021, The 6 Meridian Investment team was honored as an Innovator of the Year by the Wichita…
06.18.21