Insights, Advice & a Whole Lot More
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 YakelJun 9, 2020The 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 IrvingJun 2, 2020Bonds 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 GilbertMay 26, 2020For 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 YakelMay 19, 2020Finding 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 IrvingMay 12, 2020
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 GilbertMay 5, 2020Reflections
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 YakelApr 28, 2020The 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 IrvingApr 21, 2020Who 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 YakelApr 14, 2020
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 YakelApr 7, 2020
Care for a summary?
Life as we know it right now is in a strange state of trying to maintain some resemblance of normalcy as we develop new routines and readjust our daily habits. (On a personal note, I have an even GREATER appreciation for all of the teachers and childcare providers out there.) We
Sarah IrvingMar 31, 2020
Status Check
*Note: Click on graphics to expand It has certainly been a challenging month for all of us. “Normal life” has screeched to an abrupt halt as we all attempt to navigate the current health crisis. These are historic times as schools, restaurants, bars, and shops close to contain th
Sarah YakelMar 23, 2020