Latest Insights
2024 Tax Guide
Form 1099 Tax Information New this year, BNY Pershing has increased the frequency of production and delivery of Form 1099 tax…
01.27.25 NewsEnhancing Client Experience: Strategic Team Adjustments at 6 Meridian
At 6 Meridian, we’re committed to continuously refining our team structure to enhance the client experience. As part of this…
01.15.25 Finance Planning & InvestmentsMarket Predictions: A 25-Year Retrospective
We compiled the forecasts from strategist over the past 25 years to see how well the forecasts did at predicting…
01.10.25 Finance Planning & InvestmentsNew Year’s Financial Checklist
10-Point Financial Checklist
01.09.25 January 2025 ViewpointViewpoint- January 2025
Wall Street has a new mnemonic, enter BAATMMAN (POW! BANG! ZWAP!)! For many years, Wall Street has come up with…
01.06.25 Finance Planning & InvestmentsUnderstanding the Role of Emotions and Biases in Investing
During the COVID-19 pandemic and the subsequent years, the global economy experienced significant volatility. Supply chains were disrupted due to…
01.06.25 Women & WealthManaging the Loss of a Spouse: A Widow’s Guide
Given that women’s life expectancy in the U.S. is five years longer than men, they are highly likely to outlive…
01.02.25 Finance Planning & InvestmentsHow to Avoid Caregiver Burnout
There is a large, often silent group of warriors in just about every context of our lives – at work,…
12.31.24 Finance Planning & Investments2024 Year-End Tax Planning Opportunities
Tax planning is an all-season activity, but year-end provides the urgency that many need to focus on and unearth any…
12.30.24 Finance Planning & InvestmentsPreparing for a Divorce
Taking Steps Toward a New Chapter
12.27.24 Finance Planning & InvestmentsCostly Mistakes to Avoid in a Divorce
Very few divorces are “easy.” When children are involved, the process becomes even more complicated. And for high-income couples and…
12.26.24 NewsRachel Bruce: Championing Wealth and Wellness at 6 Meridian
We’re very pleased to be recognizing one of our own as we mark Rachel Bruce’s promotion to Wealth Advisor. A…
12.20.24