Latest Insights

Business Owners

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision.

08.11.20
Next Generation

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

08.11.20
Resources

Financial Strategies for Young Families

It’s never too late to start.

08.11.20
August 2020 Viewpoint

Viewpoint- August 2020

Just how dramatic has consumer spending changed over the last year?

08.05.20
News

Phox and Dechant featured in Financial Advisor Magazine

What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory…

08.04.20
News

Client Relationship Summary Form Updated June 2020

The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers…

07.23.20
News

6 Meridian Honored as an Innovation Award Recipient

Thank you to the Wichita Business Journal for the honor of being named a 2020 Innovation Award recipient. This virtual…

07.10.20
July 2020 Viewpoint

Viewpoint- July 2020

Is the market entirely disconnected from economic reality?

07.06.20
Finance Planning & Investments

Market Update Webcast- June 2020

View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…

06.28.20
Finance Planning & Investments

Investment Perspectives- June 2020

Buying the Big Five.

06.17.20
Estate Planning

ABLE Accounts for Loved Ones with Disabilities

More families should know about these tax-advantaged savings vehicles.

06.05.20
Finance Planning & Investments

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

06.05.20