Author

Sarah Yakel

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

Who C.A.R.E.S.?

We wrote a couple of weeks ago about the CARES act in another pun-titled post called “Care for a summary?” It contained a great summary of the bill and what is contained within. For obvious reasons, much of the focus on the CARES Act has been on the cash payments and the interest

Sarah YakelSarah YakelApr 14, 2020
A man sorting and organizing his paperworks
Financial Planning

Spring Cleaning

With stay-at-home orders in place throughout the country for the rest of the month, it seems as if we may have a fair bit of spare time on our hands in April. We hope you are all staying safe and healthy, and we wanted to share a few tips for sorting and filing your paperwork […]

Sarah YakelSarah YakelApr 7, 2020
A woman grocery shopping during a pandemic
Financial Planning

Status Check

*Note: Click on graphics to expand It has certainly been a challenging month for all of us. “Normal life” has screeched to an abrupt halt as we all attempt to navigate the current health crisis. These are historic times as schools, restaurants, bars, and shops close to contain th

Sarah YakelSarah YakelMar 23, 2020
Two people observing market shifts
Financial Planning

The Give and Take of Risk and Return

With everything going on in the world and the markets right now, the word “risk” has seemed to take center stage. But it got me thinking, isn’t some level of risk always there? So I thought it timely to get back to the basics and revisit what risk means as an investor, how it cor

Sarah YakelSarah YakelMar 10, 2020
Financial Planning

Coronavirus – Part 2

While we’ve already written on coronavirus a few weeks ago, it seems the virus is still not contained and is wreaking havoc across the globe—and in financial markets as well with the S&P 500 falling by over 3% today. Through February 2020, nearly 25,000 cases of coronavirus have

Sarah YakelSarah YakelFeb 24, 2020
A woman wearing a face mask
Financial Planning

Can the Market Shake the Flu?

This week, Nathan and I are attending one of our favorite conferences Inside ETFs—the conference is filled with all kinds of exciting sessions such as “The Non-transparent ETF Revolution and the Inevitable Adoption” and “Beyond the FAANGs: Understanding Technology Subsectors”—it’

Sarah YakelSarah YakelJan 28, 2020
Company team wearing christmas sweaters
Financial Planning

Twixtmas

The week between Christmas and the New Year is a little disorienting—internet memes abound: 2019 Recap & 2020 Preview On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019 has been for investors… Pretty fantast

Sarah YakelSarah YakelDec 31, 2019
Financial Planning

Elf

To follow up on Nathan’s post from last week, I hate the Elf on a Shelf. Ours arrived a few years back and was especially clever, hanging paper snowflakes in the kids rooms, staging elaborate battles with other stuffed animals, and making snow angels out of flour…now, ages later,

Sarah YakelSarah YakelDec 17, 2019
Investment Management

Harvest time is not over yet!

Now that Thanksgiving is behind us, and we’ve crossed the mark of December 1st, it is the official Christmas season now. We went this weekend to cut down our tree, the house is decorated, and the first Christmas party has come and gone… BUT, at Meridian, we are still in the middl

Sarah YakelSarah YakelDec 3, 2019
Financial Planning

Best of…

37 days until Christmas. Holiday decorations are starting to creep through our neighborhood—the stores are decked out with full Christmas regalia and sale signage—and our calendar is starting to fill with kids Christmas concerts and parties. Although I will allow a little Christm

Sarah YakelSarah YakelNov 19, 2019
Financial Planning

Growing Up – and growing old

At Meridian, we just did our annual family pictures—and we are again shocked at how big our kids are getting—they just keep growing up! Speaking of growing up…our US expansion just keeps growing older too! It is now the longest US economic expansion on record: Janet Yellen famous

Sarah YakelSarah YakelNov 5, 2019
Financial Planning

Lost Things

At our house, “Have you seen my _{insert lost thing}­­ ?” is a common refrain. This morning, I couldn’t find the carpet cleaner (that I had just used last week on a different pet incident), Ben couldn’t find the belt for his school uniform, and Ethan couldn’t find his History boo

Sarah YakelSarah YakelOct 22, 2019