Latest Insights
How to Decide Whether to Keep or Sell Your Business
A guide to help a business owner decide whether or not to sell the business.
03.22.23 Financial Planning & InvestmentsWhat Keeps You Up at Night?
There are many things in our lives that make it difficult for us to sleep, but concerns about our financial…
03.22.23 March 2023 ViewpointViewpoint- March 2023
How can you protect yourself from the rise in cyber crime?
03.06.23 Financial Planning & Investments7 Practices to Protect Against Cyber Crime
Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques…
03.02.23 NewsBruce and Swisher Recognized by the Wichita Business Journal
Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…
03.02.23 February 2023 ViewpointViewpoint- February 2023
The debt ceiling issue.
02.06.23 Financial Planning & InvestmentsMarket Update Webcast- February 2023
Andrew Mies | CIO | 6 Meridian Key Takeaways: 2022 Review | Even the diversified investor struggled in 2022 with…
02.01.23 Financial Planning & InvestmentsSmart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas.
01.15.23 January 2023 ViewpointViewpoint- January 2023
How a diversified investor fared in 2022.
01.09.23 Financial Planning & InvestmentsBad Money Habits to Break in the New Year
Five behaviors worth changing.
01.05.23 ResourcesInsurance Needs when Married with Children
Considering coverage for your household.
01.03.23 NewsAdvisor, Markus Phox, Joins Panel for Local Inclusion Summit
Wealth Advisor Associate, Markus Phox, was asked to join a panel of local leaders to discuss the future of diversity,…
12.06.22