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The Meridian blog

Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We'd love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.
A man holds a child in a renovated room
Investing & Markets

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 IrvingSarah IrvingJun 23, 2020
Estate & Legacy

Sleeping 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 GilbertNathan GilbertJun 16, 2020
Topsy Turvy
Investing & Markets

Topsy Turvy

Today, the Meridian team is attending a virtual JP Morgan Investment Forum. We usually head to Tysons to a nice hotel conference center and hear from the top economists at JP Morgan in person…but this year, we are all sitting at our desks, listening in. While virtual events are a

Sarah YakelSarah YakelJun 9, 2020
Family & Life Events

The Situation with Student Loans

Summer certainly feels like it is here! Every pool with the exception of baby pools is sold out in Virginia (if you find one, let me know!), the local ice cream shop has re-opened, and high school and college graduations have come and gone. And while this year’s graduation scene

Sarah IrvingSarah IrvingJun 2, 2020
Investing & Markets

Bonds Are Boring

Bonds Are Boring (but effective) For most of the five years that our firm has been in existence, many of our clients asked why they own any bonds at all. It is human nature to want to invest in things that are going up all of the time, and for the most part, that’s exactly […]

Nathan GilbertNathan GilbertMay 26, 2020
Tax Planning

For Better or Worse

With the beautiful weather this past weekend, Jonathan and I tackled our first major project in a very long time. We built a raised bed garden with deer netting and a hinged door—here is the finished product: We usually don’t do projects together—it’s not great for our marriage.

Sarah YakelSarah YakelMay 19, 2020
Investing & Markets

Finding the Balance in Rebalance

More so now than ever do I believe the theme of “finding balance” is playing a key role in all of our lives. The economy, financial markets, and life itself seem anything but in balance. And while that might be true, we continue to seek some balance between our jobs, our families

Sarah IrvingSarah IrvingMay 12, 2020
Recovery Will Come (+ Be Like Mike)
Investing & Markets

Recovery Will Come (+ Be Like Mike)

It’s difficult for us in the investment community to avoid the topic/question of market recovery and when it will occur. Regardless of how you view the current situation surrounding the pandemic, recovery will occur at some point. Those with a more pessimistic outlook believe tha

Nathan GilbertNathan GilbertMay 5, 2020
Family & Life Events

Reflections

It has been a challenging couple of months, and I was thinking through how wild it has been (January seems like forever ago!). Here is just a collection of things we’ve seen personally and professionally (they sort of all blend together when you work from home) during the past se

Sarah YakelSarah YakelApr 28, 2020
Investing & Markets

The Wide World of ESG Investing

With most of the world in lockdown or the mandate of stay-at-home orders for the last couple of months traveling, daily commuting, and the production and manufacturing of certain goods has been put on pause – air pollution seems to have died down more than any time we have seen.

Sarah IrvingSarah IrvingApr 21, 2020
Planning Basics

Who C.A.R.E.S.?

We wrote a couple of weeks ago about the CARES act in another pun-titled post called “Care for a summary?” It contained a great summary of the bill and what is contained within. For obvious reasons, much of the focus on the CARES Act has been on the cash payments and the interest

Sarah YakelSarah YakelApr 14, 2020
A man sorting and organizing his paperworks
Family & Life Events

Spring Cleaning

With stay-at-home orders in place throughout the country for the rest of the month, it seems as if we may have a fair bit of spare time on our hands in April. We hope you are all staying safe and healthy, and we wanted to share a few tips for sorting and filing your paperwork […]

Sarah YakelSarah YakelApr 7, 2020