Latest Insights
Swisher and Becker Join Women’s Networking Program
Wealth Advisors, Jordan Swisher and Rachel Becker joined the 2021/2022 Wichita Business Journal Career Women group. Both were nominated by…
09.17.21 September 2021 ViewpointViewpoint- September 2021
Lumber prices drop. What does this signal?
09.07.21 August 2021 ViewpointViewpoint- August 2021
Conducting your mid-year financial check-up.
08.11.21 Finance Planning & InvestmentsEconomic Indicator Report- August 2021
There is no single indicator that can tell us how best to invest. However, we find it is vital to…
08.02.21 Estate PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21 July 2021 ViewpointViewpoint- July 2021
Why is the 10-year treasury yield so important?
07.13.21 ResourcesWhy is the 10 Year Treasury Yield So Important?
Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch
07.12.21 NewsWeidner Named to Women Who Lead in Professional Services Award
We are delighted to share that our Director of Trading & Operations, Ammie Weidner, was selected as a 2021 Women…
06.29.21 NewsWealth Management team adds new advisor
Welcome our newest Wealth Advisor Associate, Tim Lynch. As a professional golfer for six years, Wealth Advisor Associate, Tim Lynch,…
06.29.21 News6 Meridian Investment Team Celebrate Innovation Award
On June 17, 2021, The 6 Meridian Investment team was honored as an Innovator of the Year by the Wichita…
06.18.21 NewsPhillippi named to 40 Under 40 list by the Wichita Business Journal
Cheers to our COO, Trevor Phillippi! Trevor was selected as a 40 Under 40 Award recipient by the Wichita Business…
06.16.21 TaxesTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21