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Financial Terms Glossary
A guide of important financial terms for everyone to know
08.13.24 Financial Planning & InvestmentsStaying Invested Through Election Years
During election years, investor unease is fueled by media soundbites, making it crucial to collaborate with a financial advisor to align investment plans with objectives and risk tolerance.
08.13.24 August 2024 ViewpointViewpoint- August 2024
It was a mere five months ago we were celebrating the Japanese equity market finally getting back to a new all-time high. That celebration has quickly soured.
08.07.24 News2024 Executive of the Year: Trevor Phillippi
Congratulations to our chief operating officer, Trevor Phillippi, for recognition by the Wichita Business Journal as a 2024 Executive of…
08.02.24 Estate PlanningMake The Most Of The Estate Plan Exemption Before 2026
A Proactive Plan Is Essential Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with…
07.29.24 Next GenerationGetting A Head Start On College Savings
Explore these strategies to prepare for higher education expenses.
07.23.24 Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 NewsSarah Hampton Receives 2024 Women in Business Honor
Congratulations to Sarah Hampton for being recognized among the Women in Business honorees by the Wichita Business Journal.
07.10.24 Next GenerationTeach Your Child How and Why to Save Money
Teaching kids about saving money early and adapting lessons as they grow is vital for financial success.
07.09.24 NewsMeet Our New Client Service Associate, Ashley Townley
We are thrilled to introduce Ashley Townley, our newest team member at 6 Meridian.
07.09.24 July 2024 ViewpointViewpoint- July 2024
In this month’s chart, we dig into the numbers of the past, seeking to understand how the market has fared over prior presidential cycles.
07.03.24 Estate PlanningCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24