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

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

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

Recently, there have been record outflows from equity funds and record inflows into bond funds. This is likely due to the negative sentiment around the current market environment. As we continue to enjoy the longest bull market in history, many investors feel that it can’t last and are removing money from the

With over a month of school behind us, grades are starting to come in for Yakel kids—for the most part, it’s all good news.  Everyone’s doing ok for first quarter—except Melanie…she’s working on pulling up her C in PE!!   Apparently, the new PE teacher at school is a little more strict this year…no

As investment managers, we are constantly trying to walk the line between risk and return. And, more importantly, we are trying to find the right mix for our clients’ particular situation. Typically, the more risk you take, the more return you can expect over time. It’s a fairly simple concept, but it can be

A few weeks ago, my low tire pressure light came on as I was driving the kids to school.  I stopped quickly, topped off all the tires, and kept on heading to school.  After I dropped the kids off, the light came on again, and I knew I had a leak.  What I didn’t realize […]

Sorry for the delayed blog post (we usually post on Tuesdays), but we’ve been at the Wealth/Stack conference in Arizona and have been totally occupied.  Wealth/Stack has been a great conference to hear where the future of financial advice and investment management is heading.  In two very compressed and full days,

Lately, some of our clients have been asking us why their account is not performing as well as the S&P 500 so far this year. It’s certainly a valid question, but it misses the point of what it means to stay diversified. Certainly, investing SOME of your money in a low-cost index fund is a […]