There’s Much to be Thankful For

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Happy Thanksgiving to you and your family! While it often feels like the world is filled with nothing but bad news we have a lot to be thankful for here at Meridian.   Sarah Yakel is thankful for 5% treasury rates and all of the adventures she’s had with her family this year before Melanie […]

There’s Something Wrong with the World Today

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When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad.  The news is scary and tragic, no matter what channel you are on. We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot of […]

Everyone needs an Estate Plan

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Happy Estate Planning Week! I’m sure you knew this holiday existed 😄 Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial

Fall Cleaning for Your Finances

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It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a perfect time to apply the […]

Social Hour

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Happy day after Labor Day weekend!  For the Yakel family, that means back to school!! While the dogs were sad to be left behind… …the kids were mostly excited to catch up with their friends after a long summer of just hanging around the house.  They missed the social aspect of school very much…the actual

Girl Math

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A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental accounting in that […]

The Rest of the Story, part 2

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Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop.  We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of the story”… And weirdly, nearly three

Tips for a Smooth Summer Travel Experience

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Summer is officially just a few days away and many of us eagerly look forward to our much-anticipated travel plans. Whether you’re embarking on a relaxing beach vacation, exploring new cities, or immersing yourself in nature’s beauty, it’s essential to ensure that your summer travel experience is not only

A Tale of Two Markets

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We just got back from a quick trip to the beach.  Melanie had wanted to take her good friends to the beach, and they had a wonderful time making memories as they close out their junior year of high school together. (Melanie’s version) While their trip was filled with sleeping in, surfing, strolling the beach…our