Insights, Advice & a Whole Lot More
Splitsville
With Apple and Tesla completing their stock splits last Friday, we’ve been talking to lots of investors that have become interested in their stock…which sort of baffles us, as the basic principle of a split doesn’t alter the fundamental value of a company in any way. When a compa
Sarah YakelSep 1, 2020
Name Your Beneficiaries
I know I have touched on this topic before, but we have come across a couple of cases recently where clients have failed to name beneficiaries on their IRAs, or they have named their estate as the beneficiary. Both situations can create problems, and in some cases, less options f
Nathan GilbertAug 18, 2020Becoming a Homebody
If you stand by the proverbial water cooler at Meridian, you are bound to hear one of us lamenting about the never ending home projects / renovations (ahem, I am looking at myself), finishing a move into a new home, looking at buying a first home, planning weekend home projects,
Sarah IrvingAug 18, 2020Adulting, deferred
When the world stopped in March with the arrival of COVID-19, we got a small reprieve from the endless string of ‘grown-up’ appointments…no routine doctor visits, hair cuts, teeth cleanings, vet visits, etc. It sort of felt like playing hooky from doing adult things…but now, sadl
Sarah YakelAug 11, 2020Taking it with a Grain of …. Sand
Last week my family and I had the opportunity to escape to the beach in North Carolina, close to where I grew up … pretty lucky timing on our part considering hurricane Isaias’s path! As any parent knows, vacations with small children aren’t exactly relaxing, but the making of li
Sarah IrvingAug 4, 2020
Headed Up the Mountain
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]
Nathan GilbertJul 28, 2020
The Rest of the Story
My dad engrained many things in me from a young age…value of hard work, honesty, family values, etc. But also his love of the Three Stooges, the Marx Brothers movies, Johnny Cash, the Beatles, Neil Diamond, Looney Tunes, Ray Stevens, lots of old movies, and Paul Harvey… I don’t r
Sarah YakelJul 21, 2020
The FIRE is still burning
What Is the FIRE Movement? In the financial world, there has been a lot of recent attention on a movement among the younger generation which magnifies the advice of save early and save often. The FIRE movement – which stands for Financial Independence Retire Early – is built on t
Sarah IrvingJul 14, 2020
What the Heck is a Proxy?
If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most indiv
Nathan GilbertJul 7, 2020
Perspectives
We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south. The trip was a feast for the eyes—and many times, it was hard to take it all in. The perspectives were so grand that it was
Sarah YakelJun 30, 2020
A Diversified Toolkit
If you know me and my husband, you know that we are serial renovators and DIYers. Yes, we are sick sick people. We are currently in the home stretch of our last … and I mean LAST… home renovation. While I’d like to think I am contributing as much as possible during the renovation
Sarah IrvingJun 23, 2020Sleeping In
At my house, waking up early has become somewhat of a rarity. That’s not something I thought I would ever say with three young children, but it has in fact happened (rejoice!). Dear parents of very young children, sleep depravity eventually ends, but you might think it never will
Nathan GilbertJun 16, 2020