Meridian Financial Partners

Things We Love

Sarah YakelFebruary 14, 2023

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.

Sarah and Nathan recently returned from the Exchange ETF conference where they got to hear Dr. David Kelly in person. We listen to his weekly market update and always look forward to his quarterly Guide to the Markets.

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.

Dude didn’t miss a touchdown watching the Super Bowl

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.

Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Meridian Financial Partners, LLC—“Meridian Financial”), or any non-investment-related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Meridian Financial. Please remember that if you are a Meridian Financial client, it remains your responsibility to advise Meridian Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Meridian Financial is neither a law firm nor a certified public accounting firm, and no portion of the blog content should be construed as legal or accounting advice. A copy of Meridian Financial’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.

Please Note: Meridian Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Meridian Financial’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

About Sarah Yakel

Sarah Yakel is a Partner at Meridian Financial Partners. She writes about long-term thinking, family wealth management, and financial organization.

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Topics: Meridian Financial Partners

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