Graduates

|
Congrats, Graduates!!!  (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties.  It is definitely the season of emancipated high school seniors! After

Happy Maycember!

|
Thanks to the Holderness family—social media stars among parents for their funny parodies (Christmas Jammies, anyone?)—the craziness of May now has a name: Maycember…because it is just as busy (if not busier) than December but without all the holiday lights: Holderness family…#truth. 😊   It seems like

Investing Lessons from Gold Cup

|
Photo by Tod Marks This weekend was the 94th running of the Virginia Gold Cup.  Our Meridian family had a spot and enjoyed visiting with each other and friends.  While Gold Cup is a little challenging when we bring our children (and it is unexpectedly a million degrees and full sun), it is a favorite […]

Spring Break

|
Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In the first quarter of 2019, the US stock market has increased over 14%. 

8,000 Days

|
I write this from a soccer field in Winchester watching Melanie’s soccer team compete for first place in her conference: Right now, life is fractioned between Meridian, moving, family, clients…all at the same time it feels.  Clients and friends older and wiser than me have advised that this too shall pass…and

Spring Forecast

|
Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about half of 10 day forecasts being close

Rooting for the (Mason) Patriots

|
This past weekend, we went with friends to a George Mason Patriots women’s basketball game—it was a very exciting game, with the Patriots winning with a last minute buzzer beater shot. Melanie and the boys really enjoyed being so close to the action, and after the game, the players came out into the stands to

LIVE from Inside ETFs 2019

|
This week, Nathan and I are in Hollywood, Florida attending my favorite conference ever…Inside ETFs Once a niche conference designed to help advisors use newfangled ETFs (Exchange Traded Funds….as opposed to the mutual funds of yore), this conference has grown to over 2,300 attendees coming to hear some of the

February Resolutions

|
Every year, New Year resolutions stories pop up everywhere—we resolve to lose weight, quit smoking, build a budget, join a gym, eat healthy….etc.  By February, 80% of resolutions have failed according to a US News article….leading to a cold and gray February filled with guilt and anxiety. More recent studies