Insights, Advice & a Whole Lot More
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
Tax Now or Tax Later?
There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle. Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over the years. So is a Roth IRA or Roth 401k / 403b always the best […]
Sarah IrvingSep 6, 2022
What Did You Expect?
Once again, the market hung on every word that came out of Fed Chair Jerome Powell’s mouth, and while his comments were exactly what most expected, the market reacted as though continued Fed funds rate increases were a shock. Powell’s comments came during a speech at the Kansas C
Nathan GilbertAug 30, 2022
Three Important Questions
This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends. We’ve watched the struggle of figuring out how to let someone age in place with dignity, and it is a h
Sarah YakelAug 23, 2022
Back to School: Financial Literacy for Kids
Many of us are in the back to school swing. With education on our minds, let’s talk about why teaching kids financial literacy is important, and how to do it effectively! Speaking of good money habits, here are 6 impactful ways to teach financial literacy for kids. It will in tur
Sarah IrvingAug 17, 2022