Latest Insights

July 2020 Viewpoint

Viewpoint- July 2020

Is the market entirely disconnected from economic reality?

07.06.20
Investment

Market Update Webcast- June 2020

View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…

06.28.20
Investment

Investment Perspectives- June 2020

Buying the Big Five.

06.17.20
Education Planning

ABLE Accounts for Loved Ones with Disabilities

More families should know about these tax-advantaged savings vehicles.

06.05.20
Estate and Insurance

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

06.05.20
Women and Investing

How Women Can Prepare For Retirement

A practical financial checklist for the future.

06.05.20
June 2020 Viewpoint

Viewpoint- June 2020

What drove the miraculous stock market recovery over the past two months?

06.05.20
Retirement and Financial Planning

Organizing Your Financial Closet

All of this time at home lately, has opened up some opportunities to get organized.

06.04.20
Generation Now

Saving Early & Letting Time Work for You

The earlier you start pursuing financial goals, the better your outcome may be.

06.03.20
Retirement and Financial Planning

Tax Considerations for Retirees

Are you aware of these potential tax breaks and tax-saving opportunities?

06.03.20
Company Updates

Smith Honored with Industry Leadership Recognition

Pam Smith was honored as a Wichita Business Journal Women Who Lead in Financial Services for 2020.  Congratulations, Pam!  It’s…

06.02.20
May 2020 Viewpoint

Viewpoint- May 2020

The latest legislation includes many provisions that affect retirees. Learn more in this month’s Viewpoint.

05.05.20