Insights, Advice & a Whole Lot More
Cash is Rarely King
As with many things, doing what “feels” good can seem like the best way forward. In our current market and rate environment, it feels pretty darn good to leave money in cash (savings, CDs, checking accounts, and money market checking). After all, the silver lining around all of t
Nathan GilbertFeb 28, 2023
Paying the Tab
My daughter Melanie and I spent the weekend in Charlottesville, soaking in the atmosphere of the University of Virginia. We went to a women’s basketball game, enjoyed a lovely dinner, and spent time on campus, touring and learning about the school… Melanie blending into the straw
Sarah YakelFeb 21, 2023
Things We Love
Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves: Sarah Yakel, Partner Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in T
Sarah YakelFeb 14, 2023
Bumping Into the Ceiling
I will be honest, I was a little hesitant to address this topic due to its political nature, but given how frequently this topic has been addressed in recent client meetings and the future effects it could potentially have on the markets; it feels important to touch on in this we
Sarah IrvingFeb 7, 2023
Happy 30th Birthday to the First ETF
The very first ETF (Exchange Traded Fund) was created almost exactly 30 years ago on January 29, 1993, in the form of the SPDR S&P 500 ETF (symbol: SPY). It was originally listed on the American Stock Exchange (AMEX) which was acquired by the New York Stock Exchange (NYSE) in 200
Nathan GilbertFeb 1, 2023
Are the best investors dead?
A 2014 Fidelity study of the best performing 401K accounts came to an interesting conclusion…the best performing accounts over the time period of 2003 to 2013 were those held by an estate or by participants who had totally forgotten about their account. In both cases, the account
Sarah YakelJan 24, 2023
Gotta Start Somewhere
Much like my New Years Resolution to start saying “yes” to more activities (more on that later…) – everyone’s got to start somewhere. Why not use the energy of the new year to get started on your financial journey? While no two people are the same and everyone is going to have a
Sarah YakelJan 18, 2023
New Year, New Revisions
Happy New Year to all our readers and clients! Ahh the one time of year in every 12 month rotation in which almost every human resolves to do something different / better for the sake of a fresh start in a the new year ….“New Year, New Me!”. Despite the best of intentions, we all
Sarah IrvingJan 11, 2023
Out With the Old?
Happy New Year to you and yours! I hope everyone found time to spend with family and friends and didn’t get too caught up in The Space Between that Sarah Y mentioned in her latest post. Maybe that’s what it’s like to be fully retired and you forget what day of the week it is…I […
Nathan GilbertJan 3, 2023
When You’ve Had Too Much
The week between Christmas and New Years is always a bit of a strange feeling. Christmas decorations are still up as a reminder of the joyful season, families begin to disperse and head their separate ways, the most motivated start to plan their resolutions, and we all feel a lit
Sarah IrvingDec 28, 2022
The Space Between
This week is one of the odd calendar anomalies where days seem blend into each other… Source – https://twitter.com/technicallyron This week, our kids live in pajamas, food is random assortment of cookies, candy, and leftovers at all hours of the day, and screen time rules go out
Sarah YakelDec 27, 2022Stocking Stuffers
Every year I’m on it in terms of shopping for big gifts. Typically taking advantage of Black Friday and Cyber Monday deals. I do however leave the “stocking stuffers” until the last minute. There’s the traditional oranges and candies, but after that I get lost. Another pair of so
Sarah YakelDec 20, 2022