Latest Insights

News

Markus Phox recognized as a Young Professional in Financial Services

Congratulations to Wealth Advisor Associate, Markus Phox, for being recognized by the Wichita Business Journal as a Young Professional in Financial Services.

05.31.24
Estate and Insurance

Critical Estate Documents

Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…

05.28.24
Estate and Insurance

Are You Prepared for an Estate Tax Sunset?

The federal estate tax thresholds may change, impacting wealth transfer strategies.

05.28.24
News

Meet our Intern: Brayden Elmer

Meet Brayden, our summer intern.

05.20.24
Retirement and Financial Planning

8 Myths About Retirement

Don’t let these 8 myths keep you from preparing for retirement.

05.20.24
Estate and Insurance

Preventing Estate Planning Pitfalls

Tips to ensure your estate plan aligns with your intentions.

05.20.24
May 2024 Viewpoint

Viewpoint- May 2024

Gold has been having a shining moment to start 2024.

05.06.24
Retirement and Financial Planning

Five Most Overlooked Tax Deductions

Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.

05.03.24
Estate and Insurance

A Living Trust Primer

A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.

05.03.24
News

Marketing In Action!

The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our very own Director of Marketing, Jessica Atherton.

04.30.24
Company Updates

2024 Shred Event & Donation Drive

Our annual shred event has evolved into a cherished tradition—a place where we securely discard documents while sharing smiles, conversation, and breakfast with our clients.

04.24.24
News

Celebrating Lynne and Mark Davidson: Champions of Community Service

Lynne Davidson, our dedicated Client Relationship Associate at 6 Meridian, and her husband, Mark, have been champions of community service for an impressive ten years. Their commitment to making a difference is nothing short of inspiring.

04.15.24