Insights, Advice & a Whole Lot More
Inheritance Rules Kicking In
Hoping that all our clients and readers are enjoying this glorious weather and you aren’t stuck inside finishing your taxes! Just a friendly reminder that Tuesday April 18th is the filing date and you have up until the deadline to contribute to IRAs, Roths, HSAs, and SEPs (unless
Sarah IrvingApr 13, 2023
On the Hunt for Financial Easter Eggs
Hidden Easter Eggs in Your Finances Growing up, Easter meant driving up to my grandparents’ house in New Hampshire where the adults would place colorful plastic eggs all over property for the kids’ Easter egg hunt. As my elder cousins assumed the egg hiding responsibilities, they
Sarah IrvingApr 4, 2023
The Conversation Hasn’t Changed
We have been very fortunate to add some wonderful people to our team since starting Meridian in 2015 (!), and as they advance their careers and knowledge base, they have started to enter the regular blog rotation (shout out to Kira Topeka for next week!). It is nice to not only a
Nathan GilbertMar 29, 2023
So Tired…
This weekend, the Yakel family had an odd weekend free. It has been forever since we have had a full weekend with no commitments, and so I built a long to-do list of all sorts of things that had been neglected in the past flurry of activity (dishes, laundry, organizing!). But, wh
Sarah YakelMar 21, 2023
Everything, Everywhere Not All At Once
Other than the Oscars, the failure of Silicon Valley Bank has been dominating the headlines. However, the U.S. Treasury and the Federal Reserve have moved swiftly to address potential risks to the financial system. We also believe the turmoil will relieve some pressure on the Fed
Sarah YakelMar 14, 2023
The “R” Word
The dreaded “R” word is frequenting headlines and the minds of investors as the uncertainty of a “hard” or “soft” landing comes to the fore front. The “R” word being recession, a word that brings uncomfortable flashbacks to almost anyone and stirs up an instinctual fight or fligh
Sarah IrvingMar 7, 2023
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