Latest Insights
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 InvestmentInvestment Perspectives- June 2020
Buying the Big Five.
06.17.20 ResourcesABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 ResourcesMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20 ResourcesHow 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 ResourcesOrganizing 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 ResourcesTax Considerations for Retirees
Are you aware of these potential tax breaks and tax-saving opportunities?
06.03.20 NewsSmith 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 ResourcesKey Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
05.05.20