Asset Classes

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What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks – when you buy a stock, you become a part-owner of a […]

FLORIDA! (And Master Planning)

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As I write this blog, the Yakel family is working our way down the Florida coast. We started in Hollywood, and now we are working our way towards Key West.  From there, we plan to head up to Marco Island and then end our trip in Orlando. Sort of a little sampling of Florida’s attractions… […]

Emergency Fund 101

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Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know that at times, some (or maybe all) of us will be thrown that curveball.

Memorial Day Minute Read

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We hope everyone had a relaxing, enjoyable, and safe Memorial Day weekend surrounded by friends and family.  Meridian had the pleasure of enjoying the 96th annual Virginia Gold Cup and was proud to present the award for Race Three, the Allowance Hurtle to the jockey and trainer of the winning horse, The Mean Queen.

Cryptocurrency and Speculation: A Case of FOMO?

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At Meridian, we’ve been trying to not wade into the cryptocurrency debate—as any skepticism can illicit firestorms of angry mail from crypto fans. But, with cryptocurrencies back in the headlines throughout 2020 and into 2021, it has attracted a lot of attention from investors. Recently, Tesla CEO Elon Musk

The Best Things In Life Are Free, Plus Tax

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This tax season has been really complicated due to all of the pandemic-related policy changes. But some people are being surprised by tax bills for a very simple reason: They aren’t having enough money withheld from their paychecks throughout the year.   If you’re a W-2 employee, your company should withhold

Fresh Start

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With this week’s last gasp of winter temperatures, we are hopeful that Spring is finally here. Trees are flowering, daffodils are up, and at the Yakel house, we are just waiting for final frost danger before putting all of these healthy guys to bed:     And, we met new puppies!!     The US

Home Sweet Home

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Buying your first home is considered one of the biggest milestones — in life as well as finances. It’s a big commitment, and there’s a good chance this will be the largest purchase you’ve made to date. If you are a first-time home buyer, here are five guidelines to assist you in your financial preparation.

The Unexpected

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March Madness is here, it is the season of surprises (we’re looking at you, Oral Roberts University…thanks for busting everyone’s brackets…).  The members of Yakel family spent the weekend alternately crowing in victory or complaining in defeat, as our family bracket competition got heated…   Ben’s