Insights, Advice & a Whole Lot More
A Shocking Surprise
This weekend, my family and I took a little trip to Lake Anna. We stayed in a lovely house right on the water, and kayaks were provided. As the weather was a cloudy and cold 40 degrees, I had no desire to get our in a kayak on the lake, but not to be dissuaded, […]
Sarah YakelMar 13, 2018Wondering Whether You Weathered the Weather
I am sure most of you reading this experienced some sort of extreme wind and/or weather conditions this past weekend. All in all, I think Meridian and staff were very fortunate to have avoided any significant damage or long-term outages. Although, my partner Sarah’s kids’ school
Nathan GilbertMar 6, 2018
It Takes Diff’rent Strokes To Move the World…
As I write this blog, I am sitting at the second sports practice of the three we have tonight. Melanie just finished soccer practice, we are currently at Ben’s basketball practice, and we still have Ethan’s basketball practice to go. All of our kids are blessed with great coaches
Sarah YakelFeb 27, 2018
Don’t Be a Waffler
When you’re an 8-year-old kid like my son Coleman, and you LOVE sports, it’s okay to be a waffler. He is willing to (and pretty much does!) try anything and everything that involves a ball, stick, glove, goal, hoop, etc. As a result, he has asked us to sign him up for several dif
Nathan GilbertFeb 20, 2018It’s Baaaack…(Volatility that is!)
A Note from Sarah: “Our good friends down at Alpha Capital in Atlanta, GA penned this guest blog. It happened to be almost exactly what I wanted to say in Meridian’s blog this week, so I asked if we could use it. Happily, they obliged…enjoy!” What Happened The stock market last w
Sarah YakelFeb 13, 2018
Henny Penny (aka Chicken Little)
Sometimes, when writing a weekly blog post, my partner, Sarah Yakel, and I struggle to come up with a good topic that hasn’t been covered recently and is hopefully interesting. While I am certainly not thankful for a market decline, it does provide an obvious topic about which to
Nathan GilbertFeb 6, 2018
A Field Guide to Common Tax Forms
The Tax Form Breakdown: Key Docs and Their Deadlines As Nathan pointed out in his last Meridian Market Minute, tax forms are beginning to arrive in mailboxes across the country right about now. We do get a lot of questions about what forms are coming and when, so here is a list o
Sarah YakelJan 30, 2018
Conferences Can Be Both Fun & Informative
Not Just a Vacation – We’re Learning! My partner, Sarah Yakel, and I are currently attending the Inside ETFs conference at The Diplomat Hotel in Hollywood, Florida. Yes, the weather is nice. Yes, the hotel is nice and so are the views. Yes, we are having fun (gasp!). And, yes, we
Nathan GilbertJan 23, 2018Lucky Break
While even the IRS is scrambling to figure out how to comply with the new tax act—one portion of the new bill does seem clear, and is a really nice gift for parents and grandparents of students. The new tax act allows 529 plan distributions for any eligible education expenses of
Sarah YakelJan 16, 2018Don’t Put All Your Money in Unicorns
Client question: What do you think is going to happen in the markets in 2018? Answer: Well, the global economy remains strong for the most part, so we see continued growth (but maybe not as much as last year) in 2018. There is limited chance of recession, and inflation continues
Nathan GilbertJan 9, 2018Christmas Deconstructed
Yesterday, we did one of my favorite holiday traditions. Much to the consternation of my husband, the morning of New Years Day is when we take down every inch of Christmas decorations and put it all away. Jonathan would happily leave all of the decorations up for another few week
Sarah YakelJan 2, 2018
No Takebacks?
As a parent of three young children, this time of year is certainly an exciting (yet hectic!) one. As you might guess, all of the kids were quite literally bouncing off the walls in anticipation of Christmas morning. Fortunately, Santa came through and delivered most of what was
Nathan GilbertDec 27, 2017