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

Spring Forecast

Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about half

Sarah YakelSarah YakelMar 26, 2019
College graduates smiling happily
Financial Planning

Rooting for the (Mason) Patriots

This past weekend, we went with friends to a George Mason Patriots women’s basketball game—it was a very exciting game, with the Patriots winning with a last minute buzzer beater shot. Melanie and the boys really enjoyed being so close to the action, and after the game, the playe

Sarah YakelSarah YakelFeb 26, 2019
ETF Conference 2019
Financial Planning

LIVE from Inside ETFs 2019

This week, Nathan and I are in Hollywood, Florida attending my favorite conference ever…Inside ETFs Once a niche conference designed to help advisors use newfangled ETFs (Exchange Traded Funds….as opposed to the mutual funds of yore), this conference has grown to over 2,300 atten

Sarah YakelSarah YakelFeb 12, 2019
Financial Planning

February Resolutions

Every year, New Year resolutions stories pop up everywhere—we resolve to lose weight, quit smoking, build a budget, join a gym, eat healthy….etc. By February, 80% of resolutions have failed according to a US News article….leading to a cold and gray February filled with guilt and

Sarah YakelSarah YakelJan 29, 2019
Financial Planning

Power of Reset

“Reset” has been a big theme of 2019 so far—resetting involves setting back to an initial state—sometimes the baseline of zero, other times simply an adjustment after getting far away from normal. In basketball, we’ve been working on resetting—when the initial fast break doesn’t

Sarah YakelSarah YakelJan 15, 2019
Financial Planning

Storytime

At Christmas, we enjoy reading familiar stories and watching favorite movies as part of our annual family tradition. Watching Will Ferrell in ELF for the millionth time marks the official start of Christmas for the Yakel clan. As humans, our brains are wired to crave stories—good

Sarah YakelSarah YakelDec 18, 2018
Financial Planning

Say Cheese

Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo. Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, An

Sarah YakelSarah YakelSep 25, 2018
Sleeping dog named milo
Financial Planning

Help! (I Need Somebody…)

This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included. So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am

Sarah YakelSarah YakelSep 11, 2018
Financial Planning

Be Prepared

As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years. News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane

Sarah YakelSarah YakelAug 28, 2018
Financial Planning

Kids these days…

I write this post from Williamsburg as I deliver my three kids to my parents to stay this coming week—the annual parent-free visit with grandparents! My kids look forward to this week all summer…I am not sure my parents share the same enthusiasm… On the trip down, Melanie and I h

Sarah YakelSarah YakelAug 14, 2018
Financial Planning

Are We There Yet?

As I write this, we are packing up to head out on a small road trip to visit friends and clients. Thankfully, with electronic devices, our kids are mostly self-entertained on the road, but invariably—about an hour into the trip–the littlest will pull out the age old question—”are

Sarah YakelSarah YakelJul 31, 2018

Growing Old But Not Up

I am not the biggest fan of Facebook—I do recognize its value and admit to scrolling regularly to see what the rest of the world is up to, but generally I am not a huge contributor. However, this weekend, Facebook reminded me that two years ago, Milo looked like this: Two short y

Sarah YakelSarah YakelJul 17, 2018