Insights, Advice & a Whole Lot More
Diversification: Free Lunch Anyone?
Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be somethin
Sarah IrvingAug 13, 2024In Light of the Recent Volatility
In light of the recent volatility (aka sharp decline), we thought we would send out a note highlighting some comments from others in our industry that we follow. We like the way they phrase things and the information they put out is always helpful to us. From a great blog from Mi
Nathan GilbertAug 6, 2024
Flipping the Script: Pay Off a Mortgage or Invest
We’ve been receiving a lot of questions about paying off mortgages or using cash to buy real estate…Nathan covered the question of whether to purchase a home with cash (or use cash for a larger down payment) in his Meridian Market Minute, so this blog post is about using cash or
Sarah YakelJul 29, 2024
Capital Gains Tax
We love hearing from our clients with blog topic ideas, so thank you to the client who reached out about today’s topic: Capital Gains Tax. What is a capital asset? Almost any type of asset you own is a capital asset. This can include a type of holding, like stocks or bonds, or re
Kira TopekaJul 25, 2024
Why 8(%) May Not Be Great
We love to hear our clients taking the initiative to learn more about their personal finances and to educate themselves and while we hope Meridian provides more than enough content to do so, we know there are many other sources and opinions out there. This may be a bit of a contr
Sarah IrvingJul 17, 2024
Declaration of Independence
This week, we celebrate an important historical event… Mr. Yakel’s birthday: And also, the birthday of America! 😊 On July 4, 1776, the Second Continental Congress unanimously adopted the Declaration of Independence, announcing the colonies’ separation from Great Britain. The Dec
Sarah YakelJun 27, 2024
Matrimony and Money Matters
Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that enc
Kira TopekaJun 25, 2024
Doing a Midyear Financial Check-in: 8 Steps to Keep Your Finances on Track
Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield
Nathan GilbertJun 18, 2024
Financial Planning for Fathers: Ensuring a Secure Future for Your Family
Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to prov
Sarah IrvingJun 12, 2024
Understanding Family Wealth Management
As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies. And part of what makes May so busy are all of the graduations…which we are personally swept up in with
Sarah YakelMay 30, 2024
Financial Tips for Summer Travel
It’s just about summer here in Virginia – the temperature keeps ticking up, schools are letting out, and the desire to travel is in full force! Whether you’re thinking of a beachside escape, a mountain retreat, or exploring a new city, making your vacation both memorable and budg
Kira TopekaMay 21, 2024
News: Meridian Financial Partners Welcomes Sarah G. Irving as a New Partner
Meridian Welcomes Sarah Irving We are thrilled to announce Sarah G. Irving as a Partner within the firm. With exceptional expertise and dedication to client success, Sarah delivers excellent client service and is now a key part of the leadership team. As a Partner, Sarah Irving w
Nathan GilbertMay 20, 2024