Latest Insights
Viewpoint- May 2023
The connection between the debt ceiling breach date and T-Bill rates.
05.12.23 Women & Wealth7 Questions Women Should Ask to Avoid Estate Planning Pitfalls
How many sophisticated, highly educated women still end up stuck in difficult financial situations following the death of a spouse or a divorce and why.
05.05.23 Women & Wealth6 Considerations for Women Planning to Sell Their Business
With more roadblocks to overcome, women entrepreneurs have little time to consider the possibility of one day selling the business.
05.05.23 Next GenerationRaising Financially Independent Children
How to teach your children financial literacy with a solid understanding of how to make and save money.
05.05.23 Finance Planning & InvestmentsAchieving Financial Health as a Physician
A prescription for common wealth planning mistakes
05.05.23 Finance Planning & InvestmentsWhy DIY Investment Management Is Such a Risk
Paying attention to the wrong things becomes all too easy.
04.30.23 NewsCelebrating Earth Day at Our Annual Shred Event
Thank you to our clients and friends who braved the chilly spring weather to stop by our annual Shred Event. …
04.28.23 News6 Meridian Ranked in WBJ Survey
It’s great to read that 6 Meridian was ranked so highly in the recent industry survey by the Wichita Business…
04.26.23 NewsCharity Bowling Team Event
6 Meridian employees and their families enjoyed an afternoon of bowling fun at the annual Big Brothers Big Sisters of…
04.14.23 Finance Planning & InvestmentsWhat is Driving S&P 500 Returns?
A look at concentrated performance of the S&P 500.
04.11.23 April 2023 ViewpointViewpoint- April 2023
The roller coaster moves of the 2-year US Treasury over the last two months.
04.06.23 Business OwnersUnderstanding Sale Structures and Their Tax Implications
A baseline overview for private business owners.
03.22.23