Category
Financial Planning
Contribute to Your Company Plan or IRA?
Short answer: Likely your company plan. Feel free to stop reading now! š If you are employed and covered by a 401k, 403b, 457b, TSP, or some other unnecessarily complicated number/letter combination (qualified plans), then you should maximize contributions to that plan prior to adding to your own IRA. Reasons: Ease
Musings
What a difference a few months can makeā¦with time, perspectives can change! From last quarter to this quarter, this happened: Bailey doubled in size. Here are a few other charts or images that caught our attention this past month and shifted or confirmed our perspectives: Large cap stocks returned to the top of the
The Halfway Point
Weāve officially hit the half way mark in the year and as another parent pointed out, the half way mark of the summer as well. Last summer looked a lot different for everyone, so we are trying to make up for ālost timeā and are squeezing in as many quintessential summer activities as possible without […]
Happy Belated Fatherās Day (A Custodial ROTH IRA?)
My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last yearās hiatus. I didnāt totally escape work and did have my laptop in tow (I avoided it as […]
FLORIDA! (And Master Planning)
As I write this blog, the Yakel family is working our way down the Florida coast. We started in Hollywood, and now we are working our way towards Key West.Ā From there, we plan to head up to Marco Island and then end our trip in Orlando. Sort of a little sampling of Floridaās attractions⦠[…]
Emergency Fund 101
Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the āreset buttonā when you least expect. While we certainly wouldnāt wish some of lifeās unpredictable events on anyone, we know that at times, some (or maybe all) of us will be thrown that curveball.
Connecting the Disconnect
Based off the recent headlines, it can sometimes feel like the economy is disconnected from the market. Take this headline for example: Inherently itās strange to see that news of a disappointing jobs report would cause the markets to rise.Ā However, investors are keeping a close eye on the pace of the economic
Memorial Day Minute Read
We hope everyone had a relaxing, enjoyable, and safe Memorial Day weekend surrounded by friends and family.Ā Meridian had the pleasure of enjoying the 96th annual Virginia Gold Cup and was proud to present the award for Race Three, the Allowance Hurtle to the jockey and trainer of the winning horse, The Mean Queen.
Are Inflation Fears Inflated?
As I mentioned in my recent Meridian Market Minute video post, headlines around inflation have started to appear as the next thing we should all be worried about. My colleague Sarah Irving also wrote a great blog around the topic back in early April. Since that time, the rate of inflation has gone from 2.6% […]