Latest Insights
Ladies Luncheon Recap
We had an absolutely lovely time with our clients and new friends at this year’s Ladies Luncheon at Botanica. Visit…
11.18.21 NewsDechant named as an Executive of the Year
Margaret Dechant, CEO, was honored to be amongst an incredible group of executives and CEOs named as 2021 Executives of…
11.08.21 October 2021 ViewpointViewpoint- October 2021
How current economic conditions may be impacting the future of stimulus payments.
10.08.21 News6 Meridian Celebrates 5-Year Anniversary
A group that knows how to celebrate! As we celebrate our 5-year anniversary, we reflect on our growth and success…
09.23.21 NewsTeam Members Making an Impact in Our Community
Giving the Basics was founded on the premise that no one should go without the basic items needed to be…
09.23.21 NewsSwisher and Becker Join Women’s Networking Program
Wealth Advisors, Jordan Swisher and Rachel Becker joined the 2021/2022 Wichita Business Journal Career Women group. Both were nominated by…
09.17.21 September 2021 ViewpointViewpoint- September 2021
Lumber prices drop. What does this signal?
09.07.21 August 2021 ViewpointViewpoint- August 2021
Conducting your mid-year financial check-up.
08.11.21 July 2021 ViewpointViewpoint- July 2021
Why is the 10-year treasury yield so important?
07.13.21 ResourcesWhy is the 10 Year Treasury Yield So Important?
Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch
07.12.21 NewsWeidner Named to Women Who Lead in Professional Services Award
We are delighted to share that our Director of Trading & Operations, Ammie Weidner, was selected as a 2021 Women…
06.29.21 NewsWealth Management team adds new advisor
Welcome our newest Wealth Advisor Associate, Tim Lynch. As a professional golfer for six years, Wealth Advisor Associate, Tim Lynch,…
06.29.21