Latest Insights

September 2020 Viewpoint

Viewpoint- September 2020

Do stock-splits affect index weightings?

09.09.20
Investment

Investment Perspectives- August 2020

What Happened to Defensive Equity Investing?

08.25.20
Resources

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time.

08.21.20
Company Updates

Weidner honored at 40 Under 40 Virtual Event

The firm celebrated, Assistant Vice President, Ammie Weidner, as she was honored as a 40 Under 40 award recipient by…

08.11.20
Resources

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision.

08.11.20
Resources

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

08.11.20
Resources

Financial Strategies for Young Families

It’s never too late to start.

08.11.20
August 2020 Viewpoint

Viewpoint- August 2020

Just how dramatic has consumer spending changed over the last year?

08.05.20
Company Updates

Phox and Dechant featured in Financial Advisor Magazine

What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory…

08.04.20
Company Updates

Client Relationship Summary Form Updated June 2020

The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers to provide a brief client relationship summary to retail investors beginning in May 2020.

07.23.20
News

6 Meridian Honored as an Innovation Award Recipient

Thank you to the Wichita Business Journal for the honor of being named a 2020 Innovation Award recipient. This virtual…

07.10.20
July 2020 Viewpoint

Viewpoint- July 2020

Is the market entirely disconnected from economic reality?

07.06.20