Latest Insights
Viewpoint- 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 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 September 2023 ViewpointViewpoint- September 2023
Is your portfolio setting you up for the long game?
09.11.23 NewsWBJ Recognizes Denice Robinson as A Woman Who Leads in Professional Services
Congratulations to Assistant Vice President, Denice Robinson, for being recognized by the Wichita Business Journal as a Woman Who Leads…
08.25.23 August 2023 ViewpointViewpoint- August 2023
What does an exploding watermelon have to do with US High Yield Spreads?
08.09.23 NewsLisa Coon Selected as a Woman Who Leads in Financial Services
Congratulations to Assistant Vice President, Lisa Coon, for being recognized by the Wichita Business Journal as a Woman Who Leads…
07.28.23 Estate PlanningEstate Management Checklist
Important questions to ask yourself about your estate.
07.25.23