Latest Insights
Viewpoint- January 2020
Just how positive were returns in 2019?
01.08.20 Business OwnersBuy-Sell Agreements for Business
Planning for your future and beyond.
01.02.20 Finance Planning & InvestmentsWhy Don’t All Affluent People Become Wealthy?
Perception, hesitation, & poor decisions are factors.
12.30.19 Finance Planning & InvestmentsInvestment Perspectives- January 2020
The current valuation gap between large and small cap stocks offers a reason to give small caps another look in 2020.
12.23.19 Finance Planning & InvestmentsMoney Concerns for Those Remarrying
What financial factors deserve attention?
12.19.19 ResourcesThe Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
12.19.19 December 2019 ViewpointViewpoint- December 2019
The trillionaires club. Putting Apple and Microsoft’s market value into perspective in this month’s Viewpoint.
12.11.19 News6 Meridian named a Best Place to Work 2019
For the second year in a row, 6 Meridian wins the small business category.
12.10.19 NewsHappy Thanksgiving from 6 Meridian
Thankful for what’s truly cherished by our team.
11.26.19 NewsMaier named to Women Who Lead in Marketing
Wichita Business Journal announces honorees for Women Who Lead in Marketing and Communications
11.22.19 Finance Planning & InvestmentsMeasuring the Value of a Financial Advisor
One study asserts that these relationships can make a difference for investors.
11.19.19 Estate PlanningCan You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
11.19.19