Author: Sarah Irving

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 continuing saga of “good news is bad

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 […]

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 harvest tax losses. Another particular

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 […]

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 turn help your young children become

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, particularly when 1 […]

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 to this? Some believe that the […]

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 causing us to do […]

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 unknowns of a pandemic, feeling the