Latest Insights
Why DIY Investment Management Is Such a Risk
Paying attention to the wrong things becomes all too easy.
04.30.23 NewsCelebrating 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 News6 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 GenerationYes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished.
04.25.23 NewsCharity 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 & InvestmentsWhat is Driving S&P 500 Returns?
A look at concentrated performance of the S&P 500.
04.11.23 April 2023 ViewpointViewpoint- April 2023
The roller coaster moves of the 2-year US Treasury over the last two months.
04.06.23 Business OwnersUnderstanding Sale Structures and Their Tax Implications
A baseline overview for private business owners.
03.22.23 ResourcesMaximizing the Value of Your Business Ahead of a Sale
Here are some areas you may need to focus on as you seek the best price for your company.
03.22.23 Estate PlanningMaking the Most of Your Financial Success After You Retire
A framework for preparing for the next stage of life in order to achieve your personal and financial goals.
03.22.23 ResourcesIssues that Derail the Sale of a Business and How to Avoid Them
Steps you can take to ensure the process is smooth and successful.
How to Decide Whether to Keep or Sell Your Business
A guide to help a business owner decide whether or not to sell the business.
03.22.23