Category

Financial Planning

The FIRE is still burning

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In the financial world, there has been a lot of recent attention on a movement among the younger generation which magnifies the advice of save early and save often.  The FIRE movement – which stands for Financial Independence Retire Early – is built on the principles of high savings rates early in a career

Perspectives

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We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south.  The trip was a feast for the eyes—and many times, it was hard to take it all in.  The perspectives were so grand that it was hard […]

A Diversified Toolkit

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If you know me and my husband, you know that we are serial renovators and DIYers.  Yes, we are sick sick people.  We are currently in the home stretch of our last … and I mean LAST… home renovation.  While I’d like to think I am contributing as much as possible during the renovation, I […]

Sleeping In

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At my house, waking up early has become somewhat of a rarity. That’s not something I thought I would ever say with three young children, but it has in fact happened (rejoice!). Dear parents of very young children, sleep depravity eventually ends, but you might think it never will! Both because of school being out

Topsy Turvy

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Today, the Meridian team is attending a virtual JP Morgan Investment Forum. We usually head to Tysons to a nice hotel conference center and hear from the top economists at JP Morgan in person…but this year, we are all sitting at our desks, listening in.  While virtual events are always a challenge, we also miss

The Situation with Student Loans

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Summer certainly feels like it is here!  Every pool with the exception of baby pools is sold out in Virginia (if you find one, let me know!), the local ice cream shop has re-opened, and high school and college graduations have come and gone. And while this year’s graduation scene looked very different from anything

Bonds Are Boring

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Bonds Are Boring (but effective) For most of the five years that our firm has been in existence, many of our clients asked why they own any bonds at all. It is human nature to want to invest in things that are going up all of the time, and for the most part, that’s exactly […]

For Better or Worse

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With the beautiful weather this past weekend, Jonathan and I tackled our first major project in a very long time.  We built a raised bed garden with deer netting and a hinged door—here is the finished product: We usually don’t do projects together—it’s not great for our marriage.  We just have different ways

Finding the Balance in Rebalance

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More so now than ever do I believe the theme of “finding balance” is playing a key role in all of our lives.  The economy, financial markets, and life itself seem anything but in balance.  And while that might be true, we continue to seek some balance between our jobs, our families, children’s schoolwork, our