Volatility continues for the markets, and although there is a very slight recovery as I write this (has that changed again already??), there doesn’t seem to be any consistency in sight. The majority of the prognosticators in the press and market commentaries are not predicting a recession, but most expect these

Dear Mega Millions Winner Congratulations, _____________! With one quick trip to 7-11 you’ve complicated your life forever. Welcome to the rest of your life being asked for money! Or worse: “Bud Post lost $16.2 million within a nightmarish year – his own brother put a hit out on him.” You have many

Yes, I have bastardized a quote from Mr. Miyagi (from The Karate Kid movie) as the title for this post. For some reason, the idea of staying disciplined with your investment strategy reminded me of the discipline Mr. Miyagi preaches to “Daniel-san” in the movie. Many of his quotes relate to staying the course in

It’s hard to believe, but we celebrated our 3rd anniversary at Meridian Financial Partners on September 25th. As we mentioned at our annual client appreciation event at Airlie, we are now helping over 265 families. Three years isn’t a long time in the investment world, and in fact, we would recommend that most of

Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo.  Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, Andy Defrancesco is proving to be a

Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]

This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included.  So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am missing our dog sitter. 

There has been a lot of talk about a corporate bond “bubble” in the investment world recently. This can be particularly concerning for more conservative investors, who often assume that bonds represent the safe haven in their portfolios. While we don’t see large amounts of evidence of a bubble, it does make

As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years.  News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane should be well past Hawaii and