Insights

Online Financial Literacy Resources for Kids

Activities and resources for all ages from the Consumer Financial Protection Bureau:www.consumerfinance.gov/consumer-tools/money-as-you-growOnline apps and games for elementary, pre-teen and teenagers…

Age-Based Financial Literacy Checklist

Ages 4-7: Making Spending DecisionsThe objective of this lesson is to introduce structured spending decisions to assist young children in…

New Wealth Advisor joins the team

Relationships.  That’s what drives David each and every day.  Learn more about 6 Meridian’s newest Wealth Advisor, David Pike.  Welcome…

Investment Perspectives- June 2019

The Fed holds interest rates steady, but what if they decide to cut rates at some point in the next few months? What might happen when they actually do? Our investment management group explains their research in the latest Investment Management Perspectives.

Financial Life Document Organizer

Download your organizer here.The gift of peace of mind. That’s what you offer to your loved ones and personal advisors…

Podcast featuring CEO, Margaret Dechant

Want to hear what it really took to launch 6 Meridian? CEO, Margaret Dechant joined Mindy Diamond of Diamond Consultants on Mindy’s…

Insurance When You’re Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage…

Event Recap- Ladies Luncheon at Botanica

May 23,  2019Presented by6 Meridian | Reuben SaundersSponsored by GoldmanGray clouds couldn’t dampen the brightness of our annual Ladies Luncheon…

Major Risks to Family Wealth

All too often, family wealth fails to last.One generation builds a business – or even a fortune – and it…