Insights, Advice & a Whole Lot More
The Benefits of Financial Literacy and Working with a Financial Advisor
The month of April feels like a breath of fresh air to our family (figuratively and literally). Spring brings longer days, warmer temperatures, beautiful scenery, and the chance to celebrate new life at my dad’s farm. The month of April is also very special as it is Financial Lit
Sarah IrvingApr 8, 2025
IRA Eligibility and Deadlines
As the tax filing deadline of April 15th gets ever closer, many savers are looking for last minute tax deductions to reduce their tax bill for the 2024 tax year. And, there may be some things you can still do prior to the filing deadline that might help. Tax Deductible IRA or SEP
Nathan GilbertApr 1, 2025
Does International Investing Make Sense?
While 2025 has been full of surprises, the double-digit outperformance of international stocks over United States stocks was on very few economists’ bingo cards for this year! Following another strong year of outperformance in the US economic growth and market returns, non-U.S. e
Sarah YakelMar 25, 2025
What are the NYSE, NASDAQ, S&P 500, Bond Market, and Dow?
Anytime we turn on the news we tend to hear about how the Dow Jones Industrial Average is up 20 points or the NASDAQ is down 75 points. If we don’t hear it on tv, we at least see the tickers popping up on the bottom of our computer screens letting us know when the […]
Dan FortunatoMar 18, 2025
Does money buy happiness?
It’s a questions that psychologists, economists, philosophers, and Meridian advisors alike have sought to answer. Over the past few years, studies have found that in general, yes, money does buy happiness. But the real answer is more nuanced than that. Revisiting the $75,000 Happ
Kira TopekaMar 11, 2025
Financial Moves You Can Still Make Before Filing Your Taxes This Year
Tax season is in full swing, 1099s are all finally released, and while you may be preparing to file, there are still some last-minute financial moves you can make to maximize your refund or reduce your tax liability before April 15th 2025. 1. Contribute to an IRA One of the best
Sarah IrvingMar 4, 2025
Short-Term Investment Options in Volatile Markets
Greetings from Meridian, and we hope you are all enjoying some slightly warmer weather wherever you are. In Virginia, it feels like we are turning a corner toward Spring, but we might be in for one more cold snap as per usual. As market volatility increases, so does the temptatio
Nathan GilbertFeb 25, 2025
Renting vs. Owning a Home: The Pros and Cons
When it comes to finding a place to live, one of the most significant decisions many people face is whether to rent or to buy a home. Both options come with distinct advantages and disadvantages, and the decision often depends on personal circumstances, financial goals, and lifes
Dan FortunatoFeb 17, 2025
Keeping the Long View Amid Change and Chaos
The last few weeks have felt like total chaos—at home, our routine schedule has been upended with weather-related school cancellations, kids with the flu, and late nights of basketball games. At Meridian, we’ve been working hard on the usual year end reporting and tax preparation
Sarah YakelFeb 11, 2025
Understanding Retirement Accounts
When it comes to planning for retirement, there are a variety of savings vehicles to help you save for the future. Each type of retirement account offers its own set of benefits, tax advantages, and eligibility requirements. Whether you are just starting your career or nearing re
Kira TopekaFeb 5, 2025
Resilience and Risk: Navigating the 2025 US Economy
To everyone that hates the month of January, we are almost through! January has a tendency to feel like the longest month of the year; however, with the plethora of information, data, and events for us to mull over and consider for our clients’ portfolios (not to mention keeping
Sarah IrvingJan 30, 2025
Understanding Your December 2024 Statement
Happy 2025 y’all! This is my first official blog of the year, and I am starting to prefer the 1-minute video format (the Meridian Market Minute)! There will be one that accompanies this post. Nonetheless, I will write about a topic that has been on some of our clients’ minds rece
Nathan GilbertJan 21, 2025