Latest Insights
What Keeps You Up at Night?
There are many things in our lives that make it difficult for us to sleep, but concerns about our financial…
03.22.23 Estate PlanningPreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23 March 2023 ViewpointViewpoint- March 2023
How can you protect yourself from the rise in cyber crime?
03.06.23 Finance Planning & Investments7 Practices to Protect Against Cyber Crime
Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques…
03.02.23 NewsBruce and Swisher Recognized by the Wichita Business Journal
Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…
03.02.23 February 2023 ViewpointViewpoint- February 2023
The debt ceiling issue.
02.06.23 Finance Planning & InvestmentsMarket Update Webcast- February 2023
Andrew Mies | CIO | 6 Meridian Key Takeaways: 2022 Review | Even the diversified investor struggled in 2022 with…
02.01.23 Finance Planning & InvestmentsSmart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas.
01.15.23 January 2023 ViewpointViewpoint- January 2023
How a diversified investor fared in 2022.
01.09.23 Finance Planning & InvestmentsBad Money Habits to Break in the New Year
Five behaviors worth changing.
01.05.23 ResourcesInsurance Needs when Married with Children
Considering coverage for your household.
01.03.23 December 2022 ViewpointViewpoint- December 2022
Year-end message from the CEO
12.14.22