Author

Sarah Yakel

Sarah Yakel is a Partner at Meridian Financial Partners. She writes about long-term thinking, family wealth management, and financial organization.
A Tale of Two Markets
Investment Management

A Tale of Two Markets

We just got back from a quick trip to the beach. Melanie had wanted to take her good friends to the beach, and they had a wonderful time making memories as they close out their junior year of high school together. (Melanie’s version) While their trip was filled with sleeping in,

Sarah YakelSarah YakelMay 31, 2023
Testing, testing…
Meridian Financial Partners

Testing, testing…

Today the Yakel kids start SAT testing…only Ben is excited—he likes filling in all of the bubbles with his number two pencil. The older kids dread it…probably because they are facing a day full of questions like this: For all you math people, you can check your answer at the end

Sarah YakelSarah YakelApr 25, 2023
Dog smiling
Money IQ

The Cheese Tax

10 Fun Tax Facts to Brighten Your Tax Day Happy Tax Day! While taxes may not be the most exciting topic, there are some interesting and fun tax facts that you may not know about: The first income tax in the US was introduced in 1861 to help pay for the Civil War. The tax […]

Sarah YakelSarah YakelApr 18, 2023
So Tired…
Money IQ

So Tired…

This weekend, the Yakel family had an odd weekend free. It has been forever since we have had a full weekend with no commitments, and so I built a long to-do list of all sorts of things that had been neglected in the past flurry of activity (dishes, laundry, organizing!). But, wh

Sarah YakelSarah YakelMar 21, 2023
Girl swimming with a mannatee
Investment Management

Everything, Everywhere Not All At Once

Other than the Oscars, the failure of Silicon Valley Bank has been dominating the headlines. However, the U.S. Treasury and the Federal Reserve have moved swiftly to address potential risks to the financial system. We also believe the turmoil will relieve some pressure on the Fed

Sarah YakelSarah YakelMar 14, 2023
Paying the Tab
Financial Planning

Paying the Tab

My daughter Melanie and I spent the weekend in Charlottesville, soaking in the atmosphere of the University of Virginia. We went to a women’s basketball game, enjoyed a lovely dinner, and spent time on campus, touring and learning about the school… Melanie blending into the straw

Sarah YakelSarah YakelFeb 21, 2023
Things We Love
Meridian Financial Partners

Things We Love

Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves: Sarah Yakel, Partner Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in T

Sarah YakelSarah YakelFeb 14, 2023
Are the best investors dead?
Investment Management

Are the best investors dead?

A 2014 Fidelity study of the best performing 401K accounts came to an interesting conclusion…the best performing accounts over the time period of 2003 to 2013 were those held by an estate or by participants who had totally forgotten about their account. In both cases, the account

Sarah YakelSarah YakelJan 24, 2023
Gotta Start Somewhere
Financial Planning

Gotta Start Somewhere

Much like my New Years Resolution to start saying “yes” to more activities (more on that later…) – everyone’s got to start somewhere. Why not use the energy of the new year to get started on your financial journey? While no two people are the same and everyone is going to have a

Sarah YakelSarah YakelJan 18, 2023
The Space Between
Financial Planning

The Space Between

This week is one of the odd calendar anomalies where days seem blend into each other… Source – https://twitter.com/technicallyron This week, our kids live in pajamas, food is random assortment of cookies, candy, and leftovers at all hours of the day, and screen time rules go out

Sarah YakelSarah YakelDec 27, 2022
Financial Planning

Stocking Stuffers

Every year I’m on it in terms of shopping for big gifts. Typically taking advantage of Black Friday and Cyber Monday deals. I do however leave the “stocking stuffers” until the last minute. There’s the traditional oranges and candies, but after that I get lost. Another pair of so

Sarah YakelSarah YakelDec 20, 2022
Annual Traditions
Financial Planning

Annual Traditions

It’s no surprise to anyone that we are in holiday season! 😊 From Halloween to Thanksgiving…and then on to Christmas and New Years…it is just months on end of celebrations and annual traditions. My kids remember each one…we had to watch Macy’s Thanksgiving day parade…and get a Ch

Sarah YakelSarah YakelNov 29, 2022