Insights, Advice & a Whole Lot More
CDs – Still Not a Good Long-Term Investment Strategy
When a client has accumulated savings that they don’t plan to use in the near future, they often wonder what they should do with their money to make it work harder for them (aka grow more). One of the first questions we ask is, what is the likely timeframe for the money? If it’s
Nathan GilbertAug 29, 2023
The World Has Changed, So Have You, Let’s Talk About It
When I started writing this blog, I intended to begin with a summary of the major world events between 2015 when Meridian was founded and now. But in those seven years, so many things have happened that I would likely lose most of my readership before I even make it to the events
Kira TopekaAug 22, 2023
Girl Math
A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental acco
Sarah YakelAug 8, 2023
Spinoffs, Splitoffs, and Stocks
In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advant
Sarah IrvingAug 2, 2023Who Should I Talk To?
With the name Meridian Financial Partners, folks reach out to us seeking guidance in any and all financial matters. Here at Meridian, we are financial planners and investment managers. Every person’s financial needs are unique and often a successful financial plan is supported by
Kira TopekaJul 25, 2023
What’s a Soft Landing?
In the financial press, you (if you read such things) have probably read phrases like ‘the Fed is hoping for a soft landing…’ They are referring to a soft landing for the US economy which has been running too hot and causing the price of everything to rise too quickly (aka inflat
Nathan GilbertJul 19, 2023
The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop. We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of the story”… A
Sarah YakelJul 11, 2023
One Size Fits All Does Not Fit All
Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks. But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of fruits and vegetables a day, no more than 2 hours of screen time d
Sarah IrvingJun 27, 2023
Will AI Replace Financial Advisors?
AI (Artificial Intelligence) has been increasingly in the news, on social media, and whether you like it or not, a part of your everyday life. Much of AI is a great thing, with AI programs capable of identifying potential cancer cells long before human radiologists can see it. Ot
Kira TopekaJun 13, 2023
Tips for a Smooth Summer Travel Experience
Summer is officially just a few days away and many of us eagerly look forward to our much-anticipated travel plans. Whether you’re embarking on a relaxing beach vacation, exploring new cities, or immersing yourself in nature’s beauty, it’s essential to ensure that your summer tra
Sarah YakelJun 13, 2023
The Transfer Process (Not always easy, but usually worth it)
Transferring your investment account(s) to a new firm can be intimidating and sometimes a reason to not make any change and leave things as they are. The two most popular reasons for transfer are 1) switching to a new advisor or firm and 2) changing jobs/retiring. While both type
Nathan GilbertJun 6, 2023
A Tale of Two Markets
We just got back from a quick trip to the beach. Melanie had wanted to take her good friends to the beach, and they had a wonderful time making memories as they close out their junior year of high school together. (Melanie’s version) While their trip was filled with sleeping in,
Sarah YakelMay 31, 2023