Meridian Blog

Greetings from Meridian, and we hope you are all enjoying some slightly warmer weather wherever you are. In Virginia, it feels like we are turning a corner toward Spring, but we might be in for one more cold snap as per usual. As market volatility increases, so does the temptation to “get out”

Gaining Industry Insights at the Exchange Conference Yes, finding an excuse to go to a conference in Miami in February is generally a good idea. As is the case with most events like these, we are still spending the lion’s share of our time inside conference rooms, but it’s still a great

With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and easily transferred