Author: Nathan Gilbert

I hope everyone is enjoying the start of summer and finding ways to keep kids and grandkids busy! In our household, that is always the tradeoff when school is out – less stressful mornings in exchange for kids constantly saying, ‘I’m bored and/or hungry!’ Speaking of kids and grandkids, they will often be the

Here at Meridian, we often focus on our firm’s structure as a key reason why clients want to work with us: an independent, fee-only fiduciary. We feel that it is the best way to avoid any conflicts of interest and give unbiased guidance. However, one other unique aspect of Meridian is our team approach. No […]

Hartford Funds recently put out a great article called The Price of Panic which we found a helpful read. They partner with MIT AgeLab who researches a lot around the psychology of investing and investor behavior. We found it helpful and hope you do too. Download the article. The team here at Meridian is available to

As the tax filing deadline of April 15th gets ever closer, many savers are looking for last minute tax deductions to reduce their tax bill for the 2024 tax year. And, there may be some things you can still do prior to the filing deadline that might help. Tax Deductible IRA or SEP IRA Contributions […]

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” of the […]

Happy 2025 y’all! This is my first official blog of the year, and I am starting to prefer the 1-minute video format (the Meridian Market Minute)! There will be one that accompanies this post. Nonetheless, I will write about a topic that has been on some of our clients’ minds recently: December 2024 statements!

In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]

While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been really grateful for the family

Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Should you make any changes to your