Category

Financial Planning

Happy New Year! (And when do we stop saying that?)

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I hope you and yours had a wonderful holiday season and your new year is off to a great start. Despite not being able to see most family as usual, our young children made the season very exciting/exhausting as always! As our children get older, I have found that the number of Christmas gift wishes […]

What is an independent RIA (Registered Investment Advisor)?

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As the year comes to a close, the team here at Meridian has been collaborating together on our individual and firm key objectives for 2021.  We take this opportunity every year to revisit the values, philosophy, and mission as a company as well as to set goals for ourselves and a company as a whole. […]

Do I Even Need a Trust?

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We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning options are available to our clients. “Do I even need a trust?” is probably the […]

It’s the Most Wonderful Time of the Year

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Finally, Christmas music is legal…and so are outdoor Christmas lights and decorating Christmas trees. The rules of the holiday season dictate no signs of Christmas until after Thanksgiving, and all Christmas artifacts must be removed by January 2nd. 😊 At the Yakel household, we have fully complied and are now

The Gift that Keeps on Giving

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This holiday the season the Irving family calendar is not as jam packed as it has been in previous years, partly I’m thankful for and also partly it feels a little strange.  However, this quieter holiday season (as quiet as it can be with a 1 and 4 year old 😊) will provide some us […]

What’s In A Sector?

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For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis on this subject. S&P […]

Over and Out

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This election season has been a challenge, driving Crush to binge on chips… However, with the election (yet perhaps not the end of the debate) behind us, hopefully we can start to mend fences and live in peace with each other. With the market soaring to all time highs today on the news that we […]

Time for a Break

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Here we are – the day many Americans went into 2020 thinking would be the biggest event of the year….and then the pandemic happened.  Given the unforeseen circumstances of this year, this election feels heavily weighted no matter what side you are on.  However, as important as election day is and as unique as

It’s Fall Y’all

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October is my favorite time to live in Virginia…I know we take our knocks when it comes to the weather, but October is the payoff for the crazy weather we have all year long.. I do love the shades of green in April and the springtime flowers of May, but October is when Virginia comes […]
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