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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.
Family & Life Events

February Resolutions

Every year, New Year resolutions stories pop up everywhere—we resolve to lose weight, quit smoking, build a budget, join a gym, eat healthy….etc. By February, 80% of resolutions have failed according to a US News article….leading to a cold and gray February filled with guilt and

Sarah YakelSarah YakelJan 29, 2019
Old magazine featuring Bud Ross in 1991
Planning Basics

The Good Ole Days

Recently, a friend of mine passed along an article from a local news outlet (Fauquier Magazine) from March of 1991 that featured my grandfather on the cover. I had seen the magazine and the article before, but it was a nice reminder of my “G.P.” in his younger days. He was a succ

Nathan GilbertNathan GilbertJan 22, 2019
Planning Basics

Power of Reset

“Reset” has been a big theme of 2019 so far—resetting involves setting back to an initial state—sometimes the baseline of zero, other times simply an adjustment after getting far away from normal. In basketball, we’ve been working on resetting—when the initial fast break doesn’t

Sarah YakelSarah YakelJan 15, 2019
A kid wearing a full gear covered in mud
Investing & Markets

Covered in Mud

Happy New Year to you and your loved ones! I was waiting for the markets to have an uptick before posting our first blog of 2019 😊. Here’s hoping the markets stay that way this year (or till I finish writing this at least!). My family’s Christmas and New Year’s events were a lot

Nathan GilbertNathan GilbertJan 8, 2019
Estate & Legacy

Storytime

At Christmas, we enjoy reading familiar stories and watching favorite movies as part of our annual family tradition. Watching Will Ferrell in ELF for the millionth time marks the official start of Christmas for the Yakel clan. As humans, our brains are wired to crave stories—good

Sarah YakelSarah YakelDec 18, 2018
Planning Basics

BREAKING: SHOCKING HEADLINE MAKES PEOPLE CLICK ON ARTICLE!

PARENTS FORCE 4-YEAR-OLD TO WEAR GAS MASK Molly and her “gas mask” Actually, little Molly is wearing a nebulizer to ease some stubborn congestion. But, you have to admit the initial headline is a little more intriguing (and misleading). It’s no secret that news outlets (no matter

Nathan GilbertNathan GilbertDec 11, 2018
Tax Planning

Starting Lineup

Yesterday was my first official coaching role for my daughter’s middle school basketball team—we were playing the first game ever in the brand new gym, so it seemed like pretty high stakes (who wants to christen the gym with the first loss??). Assistant Coach Pell and Me Thankful

Nathan GilbertNathan GilbertDec 4, 2018
Investing & Markets

A Slippery Slope

A actual slippery slope – November 15th – Mountain Rd. in Haymarket, VA Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do th

Nathan GilbertNathan GilbertNov 27, 2018
Planning Basics

Gratitudes

With Thanksgiving upon us, we are struck by how much we have to be thankful for at Meridian. From the wonderful team that supports us to our families’ gracious encouragement, we have many blessings to count. But without our wonderful clients, Meridian would not exist, and so we w

Nathan GilbertNathan GilbertNov 20, 2018
Computing taxes
Investing & Markets

You’ve Gotta Know When to Hold ’em

As someone who likes to think of himself as a “prudent investment manager,” I always cringe a little when someone compares investing to gambling. While there is certainly inherent risk in any type of market-related investment, there are tried-and-true strategies that will yield p

Nathan GilbertNathan GilbertNov 13, 2018
A man driving a Tesla car
Planning Basics

Voting and Weighing

Today is Election Day—when all Americans are able to exercise their constitutional right to vote. While the conversation over the election process and our political system may continue for a long time, today is the day for the general population to cast their vote and express the

Nathan GilbertNathan GilbertNov 6, 2018
Investing & Markets

Volatility is Not Enjoyable

Volatility continues for the markets, and although there is a very slight recovery as I write this (has that changed again already??), there doesn’t seem to be any consistency in sight. The majority of the prognosticators in the press and market commentaries are not predicting a

Nathan GilbertNathan GilbertOct 30, 2018