It’s hard to believe but we are almost to the halfway point of 2019—to be exact, July 1st is the actual midpoint.  And so far, it has been an interesting year in the market.  Just a quick checkpoint/recap… Rebounding from fears of recession, the market shot up in January 2019, only to reverse on trade

My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the somewhat more pleasant topic of retirement savings. As most of us know, “start

Congrats, Graduates!!!  (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties.  It is definitely the season of emancipated high school seniors! After

I have to admit, until my partner Sarah Yakel forwarded me an article on the topic, I had no idea that tomorrow (5/29!) is officially National 529 day. I suspect at this point, pretty much every date on the calendar represents ‘National Something Day,’ but it does give me some good fodder for a blog […]

Thanks to the Holderness family—social media stars among parents for their funny parodies (Christmas Jammies, anyone?)—the craziness of May now has a name: Maycember…because it is just as busy (if not busier) than December but without all the holiday lights: Holderness family…#truth. 😊   It seems like

Last week, I had the unfortunate role of taking our youngest child (Molly) to get her immunization shots prior to starting kindergarten next year. If you are a parent, you know that this is one of the worst doctor’s appointments, because the kids are usually old enough to understand what’s going on. And, while you

Photo by Tod Marks This weekend was the 94th running of the Virginia Gold Cup.  Our Meridian family had a spot and enjoyed visiting with each other and friends.  While Gold Cup is a little challenging when we bring our children (and it is unexpectedly a million degrees and full sun), it is a favorite […]

As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments in their retirement plans are “playing nicely” with the assets that we are handling

Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In the first quarter of 2019, the US stock market has increased over 14%.