Insights, Advice & a Whole Lot More
Red, Blue, and the Stock Market: What History Tells Us About Midterm Elections
Well, here we are again. Election season! With the midterm elections upon us, we’re hearing more questions about what the results could mean for the stock market. Will stocks do better if Republicans maintain control of Congress? What happens if Democrats take the House or Senate
Sarah IrvingNov 3, 2026
What Does a BBB Accredited Financial Advisor Rating Mean?
Meridian Financial Partners is now a BBB Accredited Business and holds an A+ rating on its BBB business profile. BBB, the Better Business Bureau, rates businesses on its own scale of A+ to F, and accredited businesses commit to upholding BBB Standards for Trust. The rating reflec
Is Social Security Running Out? What It Could Mean for Your Retirement
Several clients have recently asked whether they should claim Social Security early because they worry the money won’t be there in a few years. It’s a fair question. After all, when you’ve spent your entire career paying into a system, you expect it to be there when you need it.
Dan FortunatoOct 27, 2026
Hello, Next Chapter: Grace and Gratitude in Life Transitions
Truth be told, I would definitely not choose to navigate three major life transitions all at one time, much less all in the same quarter. Congratulations to my husband, Dale, who retired at the end of September. Best wishes to our son as he goes off to his new adventure, making u
Liz Witt-LeeOct 20, 2026
What Does Narrow Market Performance Mean for Investors?
When investors hear that the S&P 500 is having a strong year, it’s natural to assume that most stocks are doing well. After all, the index represents 500 of America’s largest publicly traded companies and is widely considered a barometer of the overall stock market. But sometimes
Nathan GilbertOct 14, 2026
Financial MythBusters: Social Media Money Myths, Episode 1
There’s no shortage of financial advice out there. Some gets passed down from friends and family, some has been repeated for generations, and more and more of it is showing up on our social media feeds. But when it comes to finances, things aren’t always as straightforward as the
Kira TopekaOct 8, 2026
Celebrating Meridian Financial Partners’ 11th Anniversary
Fresh off of our annual Thank Y’all Fall client appreciation event, we are especially proud to have celebrated our 11th year on September 25th. And, coincidentally, there are now 11 of us at Meridian Financial Partners. We have come a long way from 2 of us in 1.5 offices! It is c
Nathan GilbertSep 30, 2026
11 Years of Meridian: The Principles That Haven’t Changed
This week marks the 11th anniversary of Meridian. We recently had a chance to gather as a team, out of the office for a nice dinner. Looking around at this group of people, many of whom weren’t here when Meridian began, I found myself thinking about just how much has changed in 1
Sarah YakelSep 22, 2026
Retirement Withdrawal Strategy: Which Account to Tap First?
You Saved Enough for Retirement. Now Which Account Should You Spend First? We recently had a joint party to celebrate the birthdays of my 5-year-old daughter and 91-year-old grandfather. We had a great time hanging out with everybody. My daughter got $5 in a birthday card and was
Dan FortunatoSep 15, 2026
What’s Going On With the Bond Market?
If you have read the financial news lately, you may have seen some alarming headlines about a “bond market selloff”…which certainly sounds scary! But, with all gripping headlines, there is a lot going on under the surface which creates more a more nuanced situation! Quick refresh
Sarah YakelSep 11, 2026
You Can Check a Bag: When Is It Okay to Spend the Money?
As financial advisors, we spend a lot of time encouraging people to save. Save for retirement, save for college, build an emergency fund, invest consistently, and, of course, don’t let the dreaded “lifestyle creep” get the best of you. Phew! While all of those things are importan
Sarah IrvingSep 7, 2026
Hello, Reilly, Meridian’s Newest Support Advisor
The first thing you notice about Reilly is her huge welcoming smile, and after just a short conversation with her, it’s hard not to notice that she’s an old soul, wise way beyond her years. Reilly Skorupski believes when something feels hard, you have to attack it head-on. And jo
Liz Witt-LeeAug 31, 2026