Things We Love
Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves:
Sarah Yakel, Partner
Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in The Plains.
Nathan, Partner
Revocable Living Trusts can ease the asset transition for families during a difficult time. I’ve recently been loving Pho!
Sarah Irving, Senior Financial Advisor
A diversified portfolio & my husband, children, and dogs.
Lucy, Lead Financial Advisor
I love HSA’s and think they are such a great tool, I even wrote a blog about them.
Keeping with the 3 letter acronym, RPK has quickly become one of my local loves and I’m so happy they are back open from winter break. Who doesn’t love pizza?! Their Pear-adise Pizza to quote my dad, is “life-changing”.
Tyler, Investment Analyst
The S&P 500 & baseball. The Nationals just released their game lineup for the year. How many games will Tyler attend?
Tyler played baseball while attending Averett University
Kira, Associate Financial Advisor
The magic of compound interest (invest early and often!) along with my Saucony Kinvara 13 running sneakers.
Kira is on track to run a half marathon this year. Joy is not…
Heather, Director of Client Experience
Roth IRAs are awesome! I cannot wait to get my son set up with one as soon as he starts working. The idea that he can use some of the money for his first home purchase if needed is a bonus.
One of my favorite places to grab a coffee and a snack is Trummer’s in Gainesville.