Latest Insights

Estate and Insurance

Estate Planning 2022 Federal Tax Update

The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.

03.03.22
Retirement and Financial Planning

Volatility Continues

All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…

02.24.22
Retirement and Financial Planning

2021 Tax Guide

Mailing ScheduleForm 1099 Tax Information By January 31, 2022, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…

02.15.22
February 2022 Viewpoint

Viewpoint- February 2022

The impact fuel prices have on the consumer’s wallet.

02.07.22
Retirement and Financial Planning

Retirement Preparation Mistakes

Why are they made again and again?

02.07.22
Company Updates

Investment Team Welcomes New Analyst

You most likely have already been introduced to our newest team member’s work. As a writer and research analyst for…

01.19.22
January 2022 Viewpoint

Viewpoint- January 2022

The impact fuel prices have on the consumer’s wallet.

01.06.22
Retirement and Financial Planning

New Year Financial To-Do List

New Year Financial To-Do List

01.04.22
Retirement and Financial Planning

Low Volatility Explained by the Sharpe Ratio

Sharpe Ratio is a measurement of the risk-adjusted return of a portfolio. The concept is named after William F. Sharpe of…

12.30.21
Company Updates

6 Meridian Holiday Party 2021

What a beautiful evening filled with friends and holiday spirit. Having the opportunity to connect with so many of you…

12.22.21
December 2021 Viewpoint

Viewpoint- December 2021

Has underperformance in emerging markets created an opportunity?

12.14.21
Company Updates

6 Meridian Earns Best Places to Work Honor

Congratulations, team! 6 Meridian was honored at the 2021 Wichita Business Journal as a Best Places to Work in the…

12.14.21