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 […]

Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about half of 10 day forecasts being close

Okay – I am going for the low-hanging fruit here and using March Madness as a tie in for this week’s blog. Yes, it might be a bit lazy, but there are some good comparisons to be drawn between filling out your bracket (assuming you do such a thing) and investment decision making. I think […]

At Meridian, we are starting to hear from our clients and friends about how the 2018 Tax Cuts and Jobs Act is actually impacting their returns.  For the most part, we’ve not heard a lot of favorable news.  For some, refunds have been slightly improved, but many folks were sharply surprised that many of their

As mentioned in a previous post, snow days continue to upend the best laid plans for getting any work done for parents. Most recently, it was my wife’s turn to shoulder the load, and she took our kids to her office. Like many things with 3 children under 10, it was fun for a while, […]

This past weekend, we went with friends to a George Mason Patriots women’s basketball game—it was a very exciting game, with the Patriots winning with a last minute buzzer beater shot. Melanie and the boys really enjoyed being so close to the action, and after the game, the players came out into the stands to

A few weeks ago, my brother and two buddies took a short camping trip to the Shenandoah National Park. While it was very cold for the first night in our wood-stove-heated cabin, we were treated to some beautiful views of the Rapidan River and had the hiking trails to ourselves for the entire weekend. Central […]