Latest Insights
Viewpoint- July 2020
Is the market entirely disconnected from economic reality?
07.06.20 InvestmentMarket 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 InvestmentInvestment Perspectives- June 2020
Buying the Big Five.
06.17.20 Education PlanningABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 Estate and InsuranceMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20 Women and InvestingHow Women Can Prepare For Retirement
A practical financial checklist for the future.
06.05.20 June 2020 ViewpointViewpoint- June 2020
What drove the miraculous stock market recovery over the past two months?
06.05.20 Retirement and Financial PlanningOrganizing Your Financial Closet
All of this time at home lately, has opened up some opportunities to get organized.
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 PlanningTax Considerations for Retirees
Are you aware of these potential tax breaks and tax-saving opportunities?
06.03.20 Company UpdatesSmith 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 ViewpointViewpoint- May 2020
The latest legislation includes many provisions that affect retirees. Learn more in this month’s Viewpoint.
05.05.20