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Qualified 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 NewsPhillippi named to 40 Under 40 list by the Wichita Business Journal
Cheers to our COO, Trevor Phillippi! Trevor was selected as a 40 Under 40 Award recipient by the Wichita Business…
06.16.21 ResourcesTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21 June 2021 ViewpointViewpoint- June 2021
Who has returned to the workforce during the recovery?
06.11.21 InvestmentMarket Update and Economic Outlook Webcast
Andrew Mies | CIO | 6 Meridian VIEW WEBCAST HERENo passcode required Key Takeaways: Let’s Talk Inflation | Inflation has…
06.07.21 NewsTD Ameritrade Network Interviews Andrew Mies
Fed moves, tech stock outlook and how the market could be affected by possible new stimulus and infrastructure plans. Andrew…
06.03.21