Insights, Advice & a Whole Lot More
Why the S&P 500 Is No Longer a Truly Diversified Index
For decades, the S&P 500 has been held up as the gold standard of diversification. It’s the index that financial advisors recommend for beginners, the benchmark professionals use to measure performance, and the foundation of countless retirement portfolios. The idea is simple: by
Dan FortunatoNov 25, 2025
What Is a Stock Split?
With the recent Netflix stock split announcement, we thought it might be a good idea to address stock splits and the reasons companies decide to split their stock. If you aren’t already aware, Netflix (NFLX) announced a forward split at a rate of 10:1 last week. So, if you are a
Nathan GilbertNov 18, 2025
Meet the Team: Hello, Sarah Irving
If you ask Meridian staff what the best part of working with Sarah Irving is, they will tell you it’s how she makes people feel. Coworkers and clients alike can count on Sarah for a warm smile and an authentic and caring conversation – and if you’re lucky she’ll make you laugh be
Liz Witt-LeeNov 11, 2025
Mind The Gap
We have friends who have lived in London for the past few years, and we have enjoyed visiting them over the last few years. While there, we took the London Underground frequently, and our kids found the announcements to “mind the gap” entertaining. A very little Ethan and Ben at
Sarah YakelNov 4, 2025
10 Essential Cybersecurity Tips Every Consumer Should Know
We are in week 43 of this year, it finally feels like fall, and Halloween is coming at the end of the week. Let the universal pondering about “where did the year go?” begin. Halloween – the fan-favorite, kids hyped up on lots of sugar, pursuit of the best costumes, day-of-fun – u
Liz Witt-LeeOct 29, 2025
Meridian Financial Partners’ Sarah Irving Named in InvestmentNews Rising Stars 2025
Meridian Financial Partners is proud to announce that Sarah Irving, Partner and Senior Financial Advisor, has been named to InvestmentNews’s Rising Stars 2025 list, which recognizes the nation’s top wealth management professionals and advisors under 40. The annual list highlights
Liz Witt-LeeOct 21, 2025
The (Real) Cost of Buying a Home
Ah, living the American Dream: buying a home. After years of the debate between continuing to rent or buying, I felt it was time to make the largest purchase of my life, a house. Through the process, I learned that the real cost of buying a home is more than just the down payment
Kira TopekaOct 21, 2025
Sarah Yakel Acclaimed in 2025 IN $100M Club Top Female Advisors
Meridian Financial Partners is proud to announce that Sarah Yakel, Founding Partner, has been recognized by InvestmentNews as one of the 2025 $100M Club Top Female Advisors. This inaugural list celebrates female advisors nationwide who demonstrate excellence in wealth management,
Liz Witt-LeeOct 9, 2025
Meet the Team: Hello, Tyler
A Fauquier local through and through, Meridian Investment Analyst, Tyler Fetherolf, grew up in Bealeton and graduated from Liberty High School. A passion and talent for baseball and numbers put him on the path to Averett University in pursuit of a career in sports marketing. Afte
Liz Witt-LeeOct 9, 2025
Meridian Financial Partners’ Nathan Gilbert Named One of AdvisorHub’s 250 Financial Advisors to Watch
Meridian Financial Partners is proud to announce that Nathan S. Gilbert, Founding Partner, has been recognized by AdvisorHub as one of the 250 Financial Advisors to Watch in its prestigious 2025 rankings. AdvisorHub’s annual Advisors to Watch list highlights advisors and teams na
Liz Witt-LeeOct 6, 2025
Converting a Traditional IRA to a Roth IRA
To convert or not to convert – pay the tax now or pay them later? These are just a few questions many investors are asking themselves and for good reason. Converting part of a traditional IRA into a Roth IRA means you pay income tax now in exchange for tax-free growth and tax-fre
Sarah IrvingOct 6, 2025
Uncovering Forgotten 401(k)s
The average person has between 10 and 16 jobs in their lifetime, according to a 2019 U.S. Bureau of Labor Statistics survey. Millennials and Gen Z are changing jobs more frequently than Baby Boomers did. The changing culture, economy, job market, working from home opportunities,
Dan FortunatoSep 30, 2025