Sarah Irving
Finding Joy
If you have children, grandchildren, know of someone who has children, or even just look around any of the big stores then you probably know about “Elf on the Shelf”. This “magical” elf is adopted and named by the children of the house and gets into all sorts of mischief …. every
Sarah IrvingDec 13, 2022
Getting the Job Done
Inflation numbers, interest rates, and earnings have received a lot of attention around their impact on the crazy markets we continue to experience in 2022. However, I thought it was pretty interesting that last week a key piece of data was released which played into the continui
Sarah IrvingNov 8, 2022QCD – What’s It Mean?
Not only do we start to see the leaves falling away in October, giving way to a new season, a new chance to restart, but the days in the last three months of the year seem to fall off the calendar as well. At Meridian, October is when we charge full steam ahead with end […]
Sarah IrvingOct 5, 2022
Wake Me Up When September Ends
One of the historical realities of the stock market is that it typically has performed poorest during the month of September. The September Effect is a worldwide phenomenon; it doesn’t only affect U.S. markets. A reason could be that most mutual funds cash in their holdings to ha
Sarah IrvingSep 13, 2022
Tax Now or Tax Later?
There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle. Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over the years. So is a Roth IRA or Roth 401k / 403b always the best […]
Sarah IrvingSep 6, 2022
Back to School: Financial Literacy for Kids
Many of us are in the back to school swing. With education on our minds, let’s talk about why teaching kids financial literacy is important, and how to do it effectively! Speaking of good money habits, here are 6 impactful ways to teach financial literacy for kids. It will in tur
Sarah IrvingAug 17, 2022
The Strengthening Dollar and What It Means
Put aside inflation, the price of oil over the last year, and interest rates – something else has been on the rise… the strength of the U.S. dollar. I’m sure most of you have seen a headline referring to the strength of the dollar at least once over the last few months, particula
Sarah IrvingAug 9, 2022
Yield Curve Inversion
Recently the yield curve inverted for the first time since August 2019 and today that curve steepened ever further (which means that interest rates on 10 year treasury bonds have dropped below rates for 2 year treasury bonds). So why does this matter and why do we pay attention t
Sarah IrvingJul 12, 2022
Chart(s) Worth a Thousand Words
As we addressed in our market volatility update yesterday, sometimes taking a break from all the news is good for our mental health and can be enough to give some perspective. There is a lot of information being thrown out at us and that can be stressful and overwhelming – either
Sarah IrvingJun 14, 2022
Silver Lining Opportunities
The past few days have given lots of reprieve from the colder weather, but the roller coaster in the markets seems to continue. Needless to say, investors have been put through an emotional ringer the last 2 years through stomaching the lows of the market drop in 2020, the unknow
Sarah IrvingMay 18, 2022529s – Filling up the Education Basket
Despite the wintry mix yesterday, Spring feels like it may be here (knock on wood!). My family is enjoying the beginnings of spring and Easter 2022 was a success. This was the first time both of our youngsters were able to experience the thrill of racing against a pack of other k
Sarah IrvingApr 19, 2022Rates are Increasing… What to Do?
In writing the blog for this week I debated whether I should write about something completely opposite from the overload of information we have had on the current economic and geopolitical landscape or if I should meet a very relevant topic head on. Needless to say, Jerome Powell
Sarah IrvingMar 22, 2022