Insights, Advice & a Whole Lot More
Finding Joy
If you have children, grandchildren, know of someone who has children, or even just look around any of the big stores then you probably know about “Elf on the Shelf”. This “magical” elf is adopted and named by the children of the house and gets into all sorts of mischief …. every
Sarah IrvingDec 13, 2022
When Taking a Loss Can Help
As we approach the end of the year, a lot of our clients are asking what they should be doing before 2022 comes to a close. There are plenty of things-to-consider-before-the-end-of-the-year lists out there, but if you have investments in taxable (non-retirement) accounts, you may
Nathan GilbertDec 6, 2022
Annual Traditions
It’s no surprise to anyone that we are in holiday season! 😊 From Halloween to Thanksgiving…and then on to Christmas and New Years…it is just months on end of celebrations and annual traditions. My kids remember each one…we had to watch Macy’s Thanksgiving day parade…and get a Ch
Sarah YakelNov 29, 2022
Should I Pay Off My Debt?
Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that! Paying Down Debt Paying down debt can make you more financially secure and give you more flexibility
Sarah YakelNov 15, 2022
Getting the Job Done
Inflation numbers, interest rates, and earnings have received a lot of attention around their impact on the crazy markets we continue to experience in 2022. However, I thought it was pretty interesting that last week a key piece of data was released which played into the continui
Sarah IrvingNov 8, 2022
Ch-ch-changes
If you are an avid reader of our blogs (if avid readers of our blogs even exist!), you may recognize this blog’s title from a previous post years ago. For those who aren’t aware, it refers to the song Changes by David Bowie. One of my favorite lyrics in that song is “turn and fac
Nathan GilbertOct 25, 2022
Best investment on Earth = earth?
With traditional investments struggling this year, we have been fielding many questions about buying real estate. The question is often “Is real estate a good investment?”—and for us, the answer is “maybe”. On the surface, it seems that investing in the stock market returns more
Sarah YakelOct 18, 2022
How to Create a Budget
Not everyone has a budget and you certainly might have worked very well without one prior to now, but being aware and making a cash flow plan is a fantastic tool for helping you chart a path forward! Step one: Lay it all out there If you haven’t had any conversations about money
Sarah YakelOct 11, 2022QCD – What’s It Mean?
Not only do we start to see the leaves falling away in October, giving way to a new season, a new chance to restart, but the days in the last three months of the year seem to fall off the calendar as well. At Meridian, October is when we charge full steam ahead with end […]
Sarah IrvingOct 5, 2022
Getting Paid to Wait
To repeat the obvious, we are still in a period of extreme market volatility and overall decline in 2022. We have said it in this space many times before, but it is almost impossible to time the market. And data and history tell us that trying to “get out and get back in” often h
Nathan GilbertSep 27, 2022
The Queen is Dead, Long Live the King
This week, the world watched Queen Elizabeth, one of the longest reining monarchs in history, be buried surrounded by family, friends, world leaders, and her beloved corgis. The amount of national and world history that she saw from her front row seat is stunning…this chart from
Sarah YakelSep 21, 2022
Wake Me Up When September Ends
One of the historical realities of the stock market is that it typically has performed poorest during the month of September. The September Effect is a worldwide phenomenon; it doesn’t only affect U.S. markets. A reason could be that most mutual funds cash in their holdings to ha
Sarah IrvingSep 13, 2022