Category

Financial Planning

An Old Door & Old Interest Rates

|
About 58 years ago, my grandparents (and my mom and her 4 siblings) moved from Pasadena, California to the Northern Virginia area. The new owner of the Pasadena house planned to have the house demoed in order to build a new, more modern home. According to my family, my grandfather really loved the front door […]

Riding out the Storm

|
This is my daughter Melanie: While she may look pleasant and mild mannered, don’t let that fool you.  She turned twelve this year, and it seems we have entered the growing, changing (read: hormonal) phase of life.  Melanie’s mood can change lightening fast.  Here is a chart of her moods on a very typical day

A Shocking Surprise

|
This weekend, my family and I took a little trip to Lake Anna.  We stayed in a lovely house right on the water, and kayaks were provided.  As the weather was a cloudy and cold 40 degrees, I had no desire to get our in a kayak on the lake, but not to be dissuaded, […]

Wondering Whether You Weathered the Weather

|
I am sure most of you reading this experienced some sort of extreme wind and/or weather conditions this past weekend. All in all, I think Meridian and staff were very fortunate to have avoided any significant damage or long-term outages. Although, my partner Sarah’s kids’ school still doesn’t have power, so she

It Takes Diff’rent Strokes To Move the World…

|
As I write this blog, I am sitting at the second sports practice of the three we have tonight.  Melanie just finished soccer practice, we are currently at Ben’s basketball practice, and we still have Ethan’s basketball practice to go.  All of our kids are blessed with great coaches, who care a lot about teaching

Don’t Be a Waffler

|
When you’re an 8-year-old kid like my son Coleman, and you LOVE sports, it’s okay to be a waffler. He is willing to (and pretty much does!) try anything and everything that involves a ball, stick, glove, goal, hoop, etc. As a result, he has asked us to sign him up for several different leagues […]

Henny Penny (aka Chicken Little)

|
Sometimes, when writing a weekly blog post, my partner, Sarah Yakel, and I struggle to come up with a good topic that hasn’t been covered recently and is hopefully interesting. While I am certainly not thankful for a market decline, it does provide an obvious topic about which to write. The first thing that comes

A Field Guide to Common Tax Forms

|
As Nathan pointed out in his last Meridian Market Minute, tax forms are beginning to arrive in mailboxes across the country right about now.  We do get a lot of questions about what forms are coming and when, so here is a list of common forms, what they mean, and what to do with them. […]

Conferences Can Be Both Fun & Informative

|
My partner, Sarah Yakel, and I are currently attending the Inside ETFs conference at The Diplomat Hotel in Hollywood, Florida. Yes, the weather is nice. Yes, the hotel is nice and so are the views. Yes, we are having fun (gasp!). And, yes we are in fact learning about new ideas and strategies that we […]
CRS & ADV I DISCLOSURES