Spring Cleaning

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With stay-at-home orders in place throughout the country for the rest of the month, it seems as if we may have a fair bit of spare time on our hands in April. We hope you are all staying safe and healthy, and we wanted to share a few tips for sorting and filing your paperwork […]

Status Check

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*Note: Click on graphics to expand It has certainly been a challenging month for all of us. “Normal life” has screeched to an abrupt halt as we all attempt to navigate the current health crisis. These are historic times as schools, restaurants, bars, and shops close to contain the spread of Coronavirus. And, the

The Give and Take of Risk and Return

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With everything going on in the world and the markets right now, the word “risk” has seemed to take center stage. But it got me thinking, isn’t some level of risk always there? So I thought it timely to get back to the basics and revisit what risk means as an investor, how it correlates […]

Coronavirus – Part 2

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While we’ve already written on coronavirus a few weeks ago, it seems the virus is still not contained and is wreaking havoc across the globe—and in financial markets as well with the S&P 500 falling by over 3% today.  Through February 2020, nearly 25,000 cases of coronavirus have been reported, with nearly

Can the Market Shake the Flu?

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This week, Nathan and I are attending one of our favorite conferences Inside ETFs—the conference is filled with all kinds of exciting sessions such as “The Non-transparent ETF Revolution and the Inevitable Adoption” and “Beyond the FAANGs: Understanding Technology Subsectors”—it’s pretty fun for

Twixtmas

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The week between Christmas and the New Year is a little disorienting—internet memes abound:         2019 Recap & 2020 Preview On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019 has been for investors… Pretty

Elf

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To follow up on Nathan’s post from last week, I hate the Elf on a Shelf.  Ours arrived a few years back and was especially clever, hanging paper snowflakes in the kids rooms, staging elaborate battles with other stuffed animals, and making snow angels out of flour…now, ages later, our boys still jump out of

Harvest time is not over yet!

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Now that Thanksgiving is behind us, and we’ve crossed the mark of December 1st, it is the official Christmas season now.  We went this weekend to cut down our tree, the house is decorated, and the first Christmas party has come and gone… BUT, at Meridian, we are still in the middle of harvest season…at

Best of…

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37 days until Christmas. Holiday decorations are starting to creep through our neighborhood—the stores are decked out with full Christmas regalia and sale signage—and our calendar is starting to fill with kids Christmas concerts and parties. Although I will allow a little Christmas creep, I do maintain one hard