Latest Insights

Retirement and Financial Planning

Achieving Financial Health as a Physician

A prescription for common wealth planning mistakes

05.05.23
Retirement and Financial Planning

Budgeting 101

A guide to budgeting

05.05.23
Estate and Insurance

Estates and Trusts

A Guide to Planning

05.05.23
Generation Now

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy.

04.30.23
News

Celebrating Earth Day at Our Annual Shred Event

Thank you to our clients and friends who braved the chilly spring weather to stop by our annual Shred Event. …

04.28.23
News

6 Meridian Ranked in WBJ Survey

It’s great to read that 6 Meridian was ranked so highly in the recent industry survey by the Wichita Business…

04.26.23
Generation Now

Yes, Young Growing Families Can Save & Invest

It may seem like a tall order, but it can be accomplished.

04.25.23
News

Charity Bowling Team Event

6 Meridian employees and their families enjoyed an afternoon of bowling fun at the annual Big Brothers Big Sisters of…

04.14.23
Investment

What is Driving S&P 500 Returns?

A look at concentrated performance of the S&P 500.

04.11.23
April 2023 Viewpoint

Viewpoint- April 2023

The roller coaster moves of the 2-year US Treasury over the last two months.

04.06.23
Retirement and Financial Planning

Understanding Sale Structures and Their Tax Implications

A baseline overview for private business owners.

03.22.23
Resources

Maximizing the Value of Your Business Ahead of a Sale

Here are some areas you may need to focus on as you seek the best price for your company.

03.22.23