Category

Financial Planning

Twixtmas

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The week between Christmas and the New Year is a little disorienting—internet memes abound:           On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019 has been for investors… Pretty fantastic numbers for both the

Elf

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To follow up on Nathan’s post from last week, I hate the Elf on a Shelf.  Ours arrived a few years back and was especially clever, hanging paper snowflakes in the kids rooms, staging elaborate battles with other stuffed animals, and making snow angels out of flour…now, ages later, our boys still jump out of

US Labor & Elf on the Shelf

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Both hard at work! Anyone with Santa-believing-aged children is likely familiar with Elf on the Shelf™. It’s yet another invention that I’m mad about not thinking of first! If you are not familiar, the elf is simply a small elfin-looking doll dressed in a Santa outfit. The short version is that the elf is

Your Investment Time Horizon is Longer Than You Think

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Recently, my wife’s grandmother (my grandmother-in-law?), affectionately known as Ging, celebrated her 94th birthday. While she has had some medical complications along her journey, her quality of life has mostly been very good if not excellent. She is certainly lucky to have a loving family to not only look after

Best of…

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37 days until Christmas. Holiday decorations are starting to creep through our neighborhood—the stores are decked out with full Christmas regalia and sale signage—and our calendar is starting to fill with kids Christmas concerts and parties. Although I will allow a little Christmas creep, I do maintain one hard

Smart vs. Dumb

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News flash: Predicting when markets go up or down can be almost impossible. Some people can get it right some of the time, but no one can get it right all the time. We’ve shown plenty of evidence of this in many of our blog posts, but I reacquainted myself with an interesting chart that […]

Growing Up – and growing old

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At Meridian, we just did our annual family pictures—and we are again shocked at how big our kids are getting—they just keep growing up! Speaking of growing up…our US expansion just keeps growing older too! It is now the longest US economic expansion on record: Janet Yellen famously said, “I think it’s a myth

Children & Money

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As a parent and investment manager/planner, I want to teach my children good money habits. It can be relatively straightforward to teach them what to do, but actually setting up accounts for children, it can be difficult and confusing. Probably the most talked about account type is the Education Savings Account or 529

Lost Things

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At our house, “Have you seen my _{insert lost thing}­­ ?” is a common refrain.  This morning, I couldn’t find the carpet cleaner (that I had just used last week on a different pet incident), Ben couldn’t find the belt for his school uniform, and Ethan couldn’t find his History book.  Jonathan and Melanie