Don’t Fear the Reaper

|
It may be a bit of a stretch to work in a Blue Oyster Cult reference to the title of this blog post, but I just couldn’t help myself. You’re welcome for putting that song in your head for the rest of the day!   For some reason, it’s the song I think of when […]

Introducing Baby Grace!

|
For those of you who may not have known, our client service specialist, Gretchen gave birth to a beautiful and healthy baby girl in April!  While Nathan and I are struggling to keep up with all that Gretchen does around Meridian (she does a great job of keeping our office organized and us on track…), […]

Watch D.O.G.S.

|
First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time! This past Friday, I took my second turn volunteering at my kids’ school via the Watch D.O.G.S. program. […]

Sell in May and Go Away

|
Like all catchy adages, the annual stock market advice to “Sell in May and Go Away” does have a kernel of truth to it.   A 2015 white paper studied the returns of the stock market over various years from May – October versus November – April and found that on average, the November – April […]

The Mom Trifecta

|
As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation for what our parents do for us as children. One of the first things I […]

Feelin’ Good

|
In the investment world, much has been made lately of the divergence between hard data about the U.S. economy and so-called “soft data”, which deals more with how people feel about the economy. In this chart from Morgan Stanley, you can see the large gap between how consumers and business owners feel about the

Love, Love, Love

|
This is Meridian’s one year anniversary—Nathan and I are celebrating one wonderful year of serving our clients.  As we look back and reflect on the crazy year, we are thankful and so happy to do what we love. We love to help our clients—we are happy to get up and work hard every day to […]

Give it Away, Give it Away, Give it Away Now

|
Forgive the Red Hot Chili Peppers song reference, but it was the first thing that came to my mind when I thought about gifting money to others. I have had many clients ask me about giving money to relatives recently (around the holidays), and there are certainly some misconceptions out there about what you can

Parents: Ask Santa for a College Savings Contribution

|
If your children are anything like mine, they already have way too much “stuff” and are likely to get much more in the coming month. My wife has already started hiding boxes in our unfinished basement, and it certainly appears as though Santa will get a lot of credit yet again! While I certainly don’t […]