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TD Ameritrade Network Interviews Andrew Mies

What are our thoughts on recent headlines and market conditions? Andrew Mies, 6 Meridian Chief Investment Officer joins TD Ameritrade…

04.25.21
Taxes

Tax Efficiency in Retirement

What role should taxes play in your investment decisions?

04.20.21
Finance Planning & Investments

The Emergence of ESG Investing

How generational and societal change is influencing companies and the markets.

04.15.21
April 2021 Viewpoint

Viewpoint- April 2021

Is the economy catching up to market expectations?

04.13.21
News

Dechant Interviewed for National Women’s Month

Wealth management software provider, Addepar, celebrated National Women’s Month by highlighting influential women in the financial services industry. Margaret Dechant,…

03.31.21
News

Hampton Selected for Leadership Award

Congratulations to Partner, Sarah Hampton, for being selected as the Wichita Business Journal’s Women Who Lead in Financial Services.  What’s…

03.30.21
Estate Planning

Advantages and Disadvantages of a Roth IRA Conversion

Take a closer look before you decide on converting your IRA

03.25.21
March 2021 Viewpoint

Viewpoint- March 2021

How could rising yields impact economic growth and stock prices?

03.08.21
Taxes

1099 Forms

Explaining the many types of 1099 forms and their uses.

03.01.21
News

Kirk and Dechant Named to Forbes Top List

Forbes announces their Best-In-State Wealth Advisors for 2021.  Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen…

02.28.21
News

And the Winner is…

The team ‘virtually’ took home the Private Asset Management 2021 award for Women in Wealth Advocate of the Year- Firm…

02.15.21
News

Recipients of the 2020 Core Value Awards

Each quarter, employees of the firm nominate a fellow team member that exhibits our stated core values. Below are the…

02.15.21