Latest Insights
Viewpoint- February 2024
US Large Caps hit new highs, leaving US Small Caps below record levels.
02.05.24 Finance Planning & InvestmentsSimple Steps to Improve Your Financial Future
Practical tips and strategies to help you begin
02.05.24 NewsLocal Events to Celebrate Martin Luther King Jr. Day 2024
As we enter the holiday weekend to celebrate the life and work of Dr. King, may we take some time…
01.12.24 January 2024 ViewpointViewpoint- January 2024
Supply chain issues are back.
01.05.24 December 2023 ViewpointViewpoint- December 2023
Last minute tax planning tips. You still have time!
12.11.23 News6 Meridian Featured on KSN’s ‘Giving Back’ Series
In the spirit of Thanksgiving, we wanted to express our gratitude to the organizations in our community that make an…
11.20.23 NewsJason Mayers recognized as a Young Professional in Financial Services
Congratulations to Senior Associate in Investment Management, Jason Mayers, for being recognized by the Wichita Business Journal as a Young…
11.17.23 Finance Planning & InvestmentsThe Market Has No Problem Concentrating
The market concentration so far this year is unprecedented!
11.09.23 November 2023 ViewpointViewpoint- November 2023
Bonds aren’t boring anymore!
11.07.23 NewsLynne Davidson recognized as a Young Professional in Professional Services
Congratulations to Client Relationship Associate, Lynne Davidson, for being recognized by the Wichita Business Journal as a Young Professional in…
10.24.23 October 2023 ViewpointViewpoint- October 2023
As rates continue to increase, the impact on outstanding US debt is concerning.
10.05.23 NewsCMO Selected as a Woman In Business Honoree
Congratulations to Partner & Chief Marketing Officer, Amanda Maier! Amanda was selected as a 2023 Woman In Business. The Women…
09.26.23