Author: Sarah Irving

It’s hard to ignore. Wherever we turn, AI (Artificial Intelligence) is in our faces whether it is taking headlines in the news, using algorithms to make recommendations based off shopping or search history, correcting grammar in digital communications, tracking our sleep and/or fitness patterns, and one that I find

Every few years, IPOs have a way of making even the most disciplined investors feel a little like they’re standing outside an exclusive event, wondering if they should try to get in on the action. This is a recurring subject that pops its head up every few years. I actually wrote a blog about it […]

Market behavior especially when influenced by geopolitical events is a lot like parenting – once you think you think you have a grasp on everything and no one is sick, something is bound to change. As a parent, the combination of preparation and agility (not to mention a big slice of humble pie) have thus […]

As my first blog post in 2026, it is hard to believe we are already halfway through the first month; however, when I take a moment to reflect, a LOT has already happened in a short period of time. Personally, I have been blessed and lucky enough to have enjoyed warm weather and beautiful views […]

To convert or not to convert – pay the tax now or pay them later? These are just a few questions many investors are asking themselves and for good reason. Converting part of a traditional IRA into a Roth IRA means you pay income tax now in exchange for tax-free growth and tax-free qualified withdrawals […]

Big Bill, Big Changes On July 4th, as most Americans were attending BBQs and pool parties and gearing up for their local fireworks display (or multiple, as in my colleague’s cases), a sweeping budget reconciliation bill, otherwise known as the “One Big Beautiful Bill Act,” was signed into law by President Trump.

Why a Financial Advisor Is Essential Throughout the Estate Planning Life Cycle Every year, at least one of the decorative wreaths on Meridian’s doors gets graced with a bird’s nest, then mini speckled eggs, and finally (and hopefully) the tiniest of baby birds. It’s such a gift to see the miracle of life

The month of April feels like a breath of fresh air to our family (figuratively and literally). Spring brings longer days, warmer temperatures, beautiful scenery, and the chance to celebrate new life at my dad’s farm. The month of April is also very special as it is Financial Literacy month! In today’s

Tax season is in full swing, 1099s are all finally released, and while you may be preparing to file, there are still some last-minute financial moves you can make to maximize your refund or reduce your tax liability before April 15th 2025. 1. Contribute to an IRA One of the best last-minute tax-saving moves is