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

A Funny Thing Happened on the Way to Meridian

A few weeks ago, my low tire pressure light came on as I was driving the kids to school. I stopped quickly, topped off all the tires, and kept on heading to school. After I dropped the kids off, the light came on again, and I knew I had a leak. What I didn’t realize […]

Sarah YakelSarah YakelSep 24, 2019
Financial Planning

Better Late Than Never…

Sorry for the delayed blog post (we usually post on Tuesdays), but we’ve been at the Wealth/Stack conference in Arizona and have been totally occupied. Wealth/Stack has been a great conference to hear where the future of financial advice and investment management is heading. In t

Sarah YakelSarah YakelSep 12, 2019
A woman shielding the guinea pigs from the dog
Financial Planning

Basic Instincts

It’s tough to fight against an innate instinct. Nature is filled with examples of instincts at work—animals have extremely strong predator or prey behaviors, as anyone who has ever been dragged by their dog chasing a squirrel can attest… …or attempted to shield the family guinea

Sarah YakelSarah YakelAug 13, 2019
Financial Planning

Wellness Checks

It’s the week of doctor’s visits at the Yakel household…these two handsome guys just had birthdays and have each had wellness checks to be sure they were growing up healthy: The birthday boys: Milo and Ethan While annual checkups are just a part of life, they can be a little pain

Sarah YakelSarah YakelJul 30, 2019
Financial Planning

“The Talk”

The Yakel household is very quiet this week, as I’ve just returned from visiting my parents in Williamsburg, and leaving my kids down there with my parents. That was on purpose and prearranged…God bless my folks…they are in for a busy week… It was good to visit my parents and to

Sarah YakelSarah YakelJul 16, 2019
Money IQ

Independence Day

The 4th of July is upon us, and it reminds me of birthdays…my husband’s birthday, my best friend’s birthday…oh and also America’s birthday. It’s a big party day for sure! 😊 Besides birthdays, the 4th of July reminds us of independence and is a celebration of freedom—both importa

Sarah YakelSarah YakelJul 2, 2019
Financial Planning

Halfway Point

It’s hard to believe but we are almost to the halfway point of 2019—to be exact, July 1st is the actual midpoint. And so far, it has been an interesting year in the market. Just a quick checkpoint/recap… Rebounding from fears of recession, the market shot up in January 2019, only

Sarah YakelSarah YakelJun 18, 2019
Financial Planning

Graduates

Congrats, Graduates!!! (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties. It is definitely the season of emancipat

Sarah YakelSarah YakelJun 4, 2019
Financial Planning

Happy Maycember!

Thanks to the Holderness family—social media stars among parents for their funny parodies (Christmas Jammies, anyone?)—the craziness of May now has a name: Maycember…because it is just as busy (if not busier) than December but without all the holiday lights: Holderness family…#tr

Sarah YakelSarah YakelMay 21, 2019
Financial Planning

Investing Lessons from Gold Cup

Photo by Tod Marks This weekend was the 94th running of the Virginia Gold Cup. Our Meridian family had a spot and enjoyed visiting with each other and friends. While Gold Cup is a little challenging when we bring our children (and it is unexpectedly a million degrees and full sun

Sarah YakelSarah YakelMay 7, 2019
Financial Planning

Spring Break

Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In the first quarter of 2019, the US stock ma

Sarah YakelSarah YakelApr 23, 2019
Financial Planning

8,000 Days

I write this from a soccer field in Winchester watching Melanie’s soccer team compete for first place in her conference: Right now, life is fractioned between Meridian, moving, family, clients…all at the same time it feels. Clients and friends older and wiser than me have advised

Sarah YakelSarah YakelApr 9, 2019