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

Feelin’ Good

In the investment world, much has been made lately of the divergence between hard data about the U.S. economy and so-called “soft data”, which deals more with how people feel about the economy. In this chart from Morgan Stanley, you can see the large gap between how consumers and

Sarah YakelSarah YakelMay 9, 2017
Meridian Financial Partners

Love, Love, Love

This is Meridian’s one year anniversary—Nathan and I are celebrating one wonderful year of serving our clients. As we look back and reflect on the crazy year, we are thankful and so happy to do what we love. We love to help our clients—we are happy to get up and work hard every d

Sarah YakelSarah YakelSep 27, 2016
Money IQ

Give it Away, Give it Away, Give it Away Now

Forgive the Red Hot Chili Peppers song reference, but it was the first thing that came to my mind when I thought about gifting money to others. I have had many clients ask me about giving money to relatives recently (around the holidays), and there are certainly some misconceptio

Sarah YakelSarah YakelJan 12, 2016
Financial Planning

Parents: Ask Santa for a College Savings Contribution

If your children are anything like mine, they already have way too much “stuff” and are likely to get much more in the coming month. My wife has already started hiding boxes in our unfinished basement, and it certainly appears as though Santa will get a lot of credit yet again! W

Sarah YakelSarah YakelDec 2, 2015
Meridian Financial Partners

Abundance

My son and I were picking up Thanksgiving flower arrangements yesterday, and he asked me why horns were holding all of the flowers. I explained that they were cornucopias—traditionally signs representing abundant fall harvests. Moving on, he just liked saying the word “cornucopia

Sarah YakelSarah YakelNov 25, 2015
Financial Planning

Measuring a Different Bottom Line

This week, I was awed and inspired by the speaker at women’s luncheon—Columbia professor, Ms. Geeta Mehta. Ms. Mehta is the founder of several global non profit organizations, and is a passionate pioneer in the social capital conversation, attempting to tackle poverty while also

Sarah YakelSarah YakelOct 25, 2015
Financial Planning

You Can Take It With You

Leaving one job and starting another is a busy and sometimes stressful time. In the rush of learning the ropes of a new position, you may forget about your 401K account with your old employer. But, we highly recommend that you take that account with you when you go. After all, if

Sarah YakelSarah YakelOct 21, 2015
Investment Management

Unforced Errors

I admit I am only a casual sports fan…I watch NBA finals, the Super Bowl, Grand Slam tennis. But in watching the recent Grand Slam (fascinated with Serena Williams…), I was interested in what the announcers called “unforced errors”. These are the mistakes a tennis player makes th

Sarah YakelSarah YakelOct 7, 2015
Financial Planning

Meridian Financial Partners Launch

Welcome to Meridian Financial Partners…

Sarah YakelSarah YakelSep 25, 2015
Meridian Financial Partners

Breaking up is hard to do

“It’s not you, it’s me” is a cliché phrase we all often hear when discussing the end of a relationship. In this case, the phrase rings very true. My decision to leave the bank (and my only employer since college) was certainly not one that I took lightly. However, the main reason

Sarah YakelSarah YakelSep 21, 2015
Financial Planning

Hello

Welcome to Meridian Financial Partners. I am Sarah Yakel, and I am fortunate to be able to work with fun and talented people like Nathan and Gretchen. You can learn more about what makes them amazing here, but we are all glad that you are visiting us online and are most excited t

Sarah YakelSarah YakelSep 4, 2015