Insights, Advice & a Whole Lot More
Capital Gains – Wallstreet Weight Lifting
If something you own goes up in value and you sell it, then you’ve made a profit. That profit is called a capital gain, and a capital gains tax is the tax you may owe on that profit. This tax isn’t just for wealthy investors. Capital gains tax can apply to anything of value, even
Sarah YakelMar 29, 2022Rates are Increasing… What to Do?
In writing the blog for this week I debated whether I should write about something completely opposite from the overload of information we have had on the current economic and geopolitical landscape or if I should meet a very relevant topic head on. Needless to say, Jerome Powell
Sarah IrvingMar 22, 2022
Inflation Hedge?
Other than the very obvious and depressing headlines that Sarah Yakel deftly navigated in her last post, the next highest thing on investors’ minds is inflation and what to do about it. Like anything when it comes to investing, there is no perfect answer to how to invest in the f
Nathan GilbertMar 15, 2022
The Big Picture
When thinking about the blog topic for the day, the only thing that seemed appropriate to write about is the ongoing conflict in Ukraine and the economic fallout seen in the market over the past few weeks. Heavy topics to take on in a short blog post, so please excuse the length
Sarah YakelMar 8, 2022
Retirement: How Much Do You Need to Save?
Most people have plans to retire and even have a fairly good idea of how they’ll use that new-found free time, but few actually know how much money they’ll need to save in order to afford retirement. There’s an old age golden rule of having $1 million set aside for you to retire,
Sarah YakelMar 1, 2022
There’s Still Time
For everyone eagerly awaiting to file their taxes, Meridian sent an email last week letting our clients know that 1099s have been physically mailed /emailed from Charles Schwab. However, before you submit all of your tax filing documents, there are still things you can before the
Sarah IrvingFeb 22, 2022
Safety and Return
In many initial client meetings (and sometimes beyond the initial meeting), clients are often in search of a unicorn, an investment that provides a high rate of return without any risk. Most people won’t explicitly say that, although we do often laugh about one particular prospec
Nathan GilbertFeb 15, 2022
The Splits
In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its stock 20–1. That means that for every 1 share
Sarah YakelFeb 8, 2022
5 Ways to Protect Yourself Financially
No matter who you are, it is important to have certain measures in place to protect yourself (and your family) financially. Why? Because life has a way of throwing curve balls at us when we least expect them and certainly when they’re not wanted. To make sure you’re able to make
Sarah YakelFeb 1, 2022
Keep Calm and Carry On
If I didn’t address the elephant in the room, I feel as though I’d be doing our weekly blog a disservice . And for anyone who has turned on the television, radio, or news recently, I am almost 100% certain you know what I’m referring to …. we are 15 trading days into the year […]
Sarah IrvingJan 25, 2022
Tax Time?
As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS to actually accept your return and b) your tax forms to ge
Nathan GilbertJan 18, 2022
Strategizing
Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym! This year, the varsity girls team kicked off our season by winning the p
Sarah YakelJan 11, 2022