Reader Mailbag
Every time we send out the weekly blog email, we invite our readers to send ideas for future posts our way. Every now and then, a reader takes us up on that! 😊 Here’s one question that we’ve been meaning
Taking the Reins
Last weekend our oldest turned four, so we figured what better way to celebrate, than taking her to go ride a real-life pony. She also deserved a mega award for being patient with me and my husband constantly working on
Investing Can Pay Dividends
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many
Splitsville
With Apple and Tesla completing their stock splits last Friday, we’ve been talking to lots of investors that have become interested in their stock…which sort of baffles us, as the basic principle of a split doesn’t alter the fundamental value
Becoming a Homebody
If you stand by the proverbial water cooler at Meridian, you are bound to hear one of us lamenting about the never ending home projects / renovations (ahem, I am looking at myself), finishing a move into a new home,
Name Your Beneficiaries
I know I have touched on this topic before, but we have come across a couple of cases recently where clients have failed to name beneficiaries on their IRAs, or they have named their estate as the beneficiary. Both situations
Adulting, deferred
When the world stopped in March with the arrival of COVID-19, we got a small reprieve from the endless string of ‘grown-up’ appointments…no routine doctor visits, hair cuts, teeth cleanings, vet visits, etc. It sort of felt like playing hooky
Taking it with a Grain of …. Sand
Last week my family and I had the opportunity to escape to the beach in North Carolina, close to where I grew up … pretty lucky timing on our part considering hurricane Isaias’s path! As any parent knows, vacations with
Headed Up the Mountain
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was
The Rest of the Story
My dad engrained many things in me from a young age…value of hard work, honesty, family values, etc. But also his love of the Three Stooges, the Marx Brothers movies, Johnny Cash, the Beatles, Neil Diamond, Looney Tunes, Ray Stevens,