Latest Insights

Next Generation

Raising Financially Independent Children

How to teach your children financial literacy with a solid understanding of how to make and save money.

05.05.23
Taxes

A Blueprint for Tax Planning

Learn which potential tax changes remain on the table, the likelihood they become law and proactive planning strategies to discuss with your advisors during the months ahead.

05.05.23
Finance Planning & Investments

Achieving Financial Health as a Physician

A prescription for common wealth planning mistakes

05.05.23
Finance Planning & Investments

Budgeting 101

A guide to budgeting

05.05.23
Finance Planning & Investments

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy.

04.30.23
News

Celebrating Earth Day at Our Annual Shred Event

Thank you to our clients and friends who braved the chilly spring weather to stop by our annual Shred Event. …

04.28.23
News

6 Meridian Ranked in WBJ Survey

It’s great to read that 6 Meridian was ranked so highly in the recent industry survey by the Wichita Business…

04.26.23
Next Generation

Yes, Young Growing Families Can Save & Invest

It may seem like a tall order, but it can be accomplished.

04.25.23
News

Charity Bowling Team Event

6 Meridian employees and their families enjoyed an afternoon of bowling fun at the annual Big Brothers Big Sisters of…

04.14.23
Finance Planning & Investments

What is Driving S&P 500 Returns?

A look at concentrated performance of the S&P 500.

04.11.23
April 2023 Viewpoint

Viewpoint- April 2023

The roller coaster moves of the 2-year US Treasury over the last two months.

04.06.23
Business Owners

Understanding Sale Structures and Their Tax Implications

A baseline overview for private business owners.

03.22.23