Declaration of Independence

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This week, we celebrate an important historical event… Mr. Yakel’s birthday:   And also, the birthday of America! 😊 On July 4, 1776, the Second Continental Congress unanimously adopted the Declaration of Independence, announcing the colonies’ separation from Great Britain.  The Declaration of

Understanding Family Wealth Management

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As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies.  And part of what makes May so busy are all of the graduations…which we are personally swept up in with our oldest daughter

Closing Out Financial Literacy Month

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Although every month is financial literacy month at Meridian Financial Partners, we are just about to close out April, which is National Financial Literacy Month. AND the fourth Thursday in April is “Teach Children to Save Day”. To celebrate, the Meridian children got together to test their financial

It’s Been One Week

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For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). While Icon is the largest […]

The “Cash Trap”

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With the Federal Reserve’s campaign to tame inflation pushing short term interest rates higher, cash yields have become more and more enticing.  Frankly, we’ve never bought more CDs and Treasury bonds for our clients than over the past year.  It’s been a welcome sight to see Treasury and cash yields in the 5%

Well…that happened fast…

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This past Friday, we celebrated Melanie’s last day playing basketball on our home court.  Seniors were celebrated as their high school basketball career came to a close…   I’ve coached Melanie’s basketball team since she was in 7th grade, and it’s been a real treat to have a front row seat, watching

2023: In Review

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The Rise of the Magnificent 7: 2023’s Market Leaders At Meridian, we are putting the finishing touches on our year-end letter that is included with our annual client statements.  While 2023 was a crazy year of news, the stock market had one main story…“The Magnificent 7”. The S&P 500 was up 24% in 2023,

No Man’s Land

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Do the days between Dec. 25 and Jan. 1 even exist? Is time real? This week is often referred to as Twixmas or “No Man’s Land”. It’s quiet in the office as I write this and we are enjoying getting caught up on some smaller projects that are perfect for a rainy day between holidays. While

4% Rule

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After eight years of writing blogs, all of us at Meridian are always thankful when a reader suggests a topic that they would like to know more about…and I lucked out with a suggestion for this week that is both nerdy and timely…my favorite kinds of things to write about!  The question was…is the 4% […]