Insights, Advice & a Whole Lot More
What is an independent RIA (Registered Investment Advisor)?
As the year comes to a close, the team here at Meridian has been collaborating together on our individual and firm key objectives for 2021. We take this opportunity every year to revisit the values, philosophy, and mission as a company as well as to set goals for ourselves and a
Sarah IrvingDec 15, 2020
Do I Even Need a Trust?
We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning options are available to our clients. “Do I even need a trust?” is probably the […
Nathan GilbertDec 8, 2020
It’s the Most Wonderful Time of the Year
Finally, Christmas music is legal…and so are outdoor Christmas lights and decorating Christmas trees. The rules of the holiday season dictate no signs of Christmas until after Thanksgiving, and all Christmas artifacts must be removed by January 2nd. 😊 At the Yakel household, we
Sarah YakelDec 1, 2020The Gift that Keeps on Giving
This holiday the season the Irving family calendar is not as jam packed as it has been in previous years, partly I’m thankful for and also partly it feels a little strange. However, this quieter holiday season (as quiet as it can be with a 1 and 4 year old 😊) will provide some u
Sarah IrvingNov 25, 2020
What’s In A Sector?
For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis
Nathan GilbertNov 17, 2020
Over and Out
This election season has been a challenge, driving Crush to binge on chips… However, with the election (yet perhaps not the end of the debate) behind us, hopefully we can start to mend fences and live in peace with each other. With the market soaring to all time highs today on th
Sarah YakelNov 10, 2020
Time for a Break
Here we are – the day many Americans went into 2020 thinking would be the biggest event of the year….and then the pandemic happened. Given the unforeseen circumstances of this year, this election feels heavily weighted no matter what side you are on. However, as important as elec
Sarah IrvingNov 3, 2020
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why
Nathan GilbertOct 27, 2020It’s Fall Y’all
October is my favorite time to live in Virginia…I know we take our knocks when it comes to the weather, but October is the payoff for the crazy weather we have all year long.. I do love the shades of green in April and the springtime flowers of May, but October is when Virginia c
Sarah YakelOct 20, 2020
Saving Isn’t So Scary
2020 has proven to be the year almost everyone will be happy to see go as the clock nears midnight on Dec 31st. Although the issues we have been battling globally and as a country have been particularly severe this year, I feel as though that is a recurring theme — at the end of
Sarah IrvingOct 13, 2020
Serenity Now, Insanity Later?
I realize this blog title could pertain to a lot of things going on in our world right now. In fact, it probably could be reversed to, ‘Insanity Now, Serenity Later’. At least, I certainly hope there’s some serenity later for all of our sakes! In this case, I am referring to inco
Nathan GilbertOct 6, 2020
Reader Mailbag
Every time we send out the weekly blog email, we invite our readers to send ideas for future posts our way. Every now and then, a reader takes us up on that! 😊 Here’s one question that we’ve been meaning to answer for a while (but were waylaid by one of the craziest market cycle
Sarah YakelSep 22, 2020