Sarah Yakel
Well…that happened fast…
This past Friday, we celebrated Melanie’s last day playing basketball on our home court. Seniors were celebrated as their high school basketball career came to a close… I’ve coached Melanie’s basketball team since she was in 7th grade, and it’s been a real treat to have a front r
Sarah YakelFeb 6, 2024
2023: In Review
The Rise of the Magnificent 7: 2023’s Market Leaders At Meridian, we are putting the finishing touches on our year-end letter that is included with our annual client statements. While 2023 was a crazy year of news, the stock market had one main story…“The Magnificent 7”. The S&P
Sarah YakelJan 9, 2024
No Man’s Land
Do the days between Dec. 25 and Jan. 1 even exist? Is time real? This week is often referred to as Twixmas or “No Man’s Land”. It’s quiet in the office as I write this and we are enjoying getting caught up on some smaller projects that are perfect for a rainy day between holidays
Sarah YakelDec 26, 2023
4% Rule
After eight years of writing blogs, all of us at Meridian are always thankful when a reader suggests a topic that they would like to know more about…and I lucked out with a suggestion for this week that is both nerdy and timely…my favorite kinds of things to write about! The ques
Sarah YakelNov 28, 2023
There’s Much to be Thankful For
Happy Thanksgiving to you and your family! While it often feels like the world is filled with nothing but bad news we have a lot to be thankful for here at Meridian. Sarah Yakel is thankful for 5% treasury rates and all of the adventures she’s had with her family this year before
Sarah YakelNov 21, 2023
There’s Something Wrong with the World Today
When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad. The news is scary and tragic, no matter what channel you are on. We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot of […]
Sarah YakelOct 25, 2023
Everyone needs an Estate Plan
Happy Estate Planning Week! I’m sure you knew this holiday existed 😄 Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy tha
Sarah YakelOct 17, 2023
Fall Cleaning for Your Finances
It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a per
Sarah YakelSep 12, 2023
Social Hour
Happy day after Labor Day weekend! For the Yakel family, that means back to school!! While the dogs were sad to be left behind… …the kids were mostly excited to catch up with their friends after a long summer of just hanging around the house. They missed the social aspect of scho
Sarah YakelSep 5, 2023
Girl Math
A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental acco
Sarah YakelAug 8, 2023
The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop. We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of the story”… A
Sarah YakelJul 11, 2023
Tips for a Smooth Summer Travel Experience
Summer is officially just a few days away and many of us eagerly look forward to our much-anticipated travel plans. Whether you’re embarking on a relaxing beach vacation, exploring new cities, or immersing yourself in nature’s beauty, it’s essential to ensure that your summer tra
Sarah YakelJun 13, 2023