One of the most wonderful parts of my job is getting to celebrate so many positive life-changing moments with our clients like graduations, marriages, babies, new dogs, long-awaited retirements, the list goes on. While it’s wonderful to get the chance to celebrate these alongside our clients, we also recognize we

For many, Labor Day is part of a long weekend packed with parties and barbeques, marking the unofficial end of summer and the last day to wear white until next year’s Memorial Day. The holiday, however, has deeper roots, stemming from the late nineteenth century when labor activists pushed for a federal holiday to

Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be something you are not happy with

We love hearing from our clients with blog topic ideas, so thank you to the client who reached out about today’s topic: Capital Gains Tax. What is a capital asset? Almost any type of asset you own is a capital asset. This can include a type of holding, like stocks or bonds, or real estate, […]

We love to hear our clients taking the initiative to learn more about their personal finances and to educate themselves and while we hope Meridian provides more than enough content to do so, we know there are many other sources and opinions out there. This may be a bit of a controversial topic as we […]

Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that encourages tough conversations about

Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield valuable insight into whether

Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to provide the best for your children, all

As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies.  And part of what makes May so busy are all of the graduations…which we are personally swept up in with our oldest daughter