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%. 

Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in the two charts that showed allocations to equities

I write this from a soccer field in Winchester watching Melanie’s soccer team compete for first place in her conference: Right now, life is fractioned between Meridian, moving, family, clients…all at the same time it feels.  Clients and friends older and wiser than me have advised that this too shall pass…and

I may be creeping into CPA-land here, but we are getting a lot of questions from our clients about what they can (or can’t) do to reduce their tax bill. All of us are still digesting the new Tax Cuts and Jobs Act, and for some it has caused an unexpected bill or a lower […]