Insights, Advice & a Whole Lot More
To Plan or Not to Plan
A TIAA-CREF study published in October 2015 highlighted the most common barriers to seeking financial advice. The study found that the top reasons that Americans don’t seek help with their finances is because they either think they don’t have enough money to invest, they feel adv
Nathan GilbertNov 20, 2015What’s Broken in the Brokerage Industry
Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most g
Nathan GilbertNov 10, 2015Measuring a Different Bottom Line
This week, I was awed and inspired by the speaker at women’s luncheon—Columbia professor, Ms. Geeta Mehta. Ms. Mehta is the founder of several global non profit organizations, and is a passionate pioneer in the social capital conversation, attempting to tackle poverty while also
Sarah YakelOct 25, 2015You Can Take It With You
Leaving one job and starting another is a busy and sometimes stressful time. In the rush of learning the ropes of a new position, you may forget about your 401K account with your old employer. But, we highly recommend that you take that account with you when you go. After all, if
Sarah YakelOct 21, 2015Unforced Errors
I admit I am only a casual sports fan…I watch NBA finals, the Super Bowl, Grand Slam tennis. But in watching the recent Grand Slam (fascinated with Serena Williams…), I was interested in what the announcers called “unforced errors”. These are the mistakes a tennis player makes th
Sarah YakelOct 7, 2015Meridian Financial Partners Launch
Welcome to Meridian Financial Partners…
Sarah YakelSep 25, 2015Breaking up is hard to do
“It’s not you, it’s me” is a cliché phrase we all often hear when discussing the end of a relationship. In this case, the phrase rings very true. My decision to leave the bank (and my only employer since college) was certainly not one that I took lightly. However, the main reason
Sarah YakelSep 21, 2015Hello
Welcome to Meridian Financial Partners. I am Sarah Yakel, and I am fortunate to be able to work with fun and talented people like Nathan and Gretchen. You can learn more about what makes them amazing here, but we are all glad that you are visiting us online and are most excited t
Sarah YakelSep 4, 2015