Category

Financial Planning

Yankee Swap

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The 2017 holiday season is in full swing, and as always, by this point in the year, I am getting tired.  Our family has been to 6 Christmas concerts in 12 days…baked 20 dozen cookies…made (and decorated) 3 gingerbread houses…wrapped upteen gifts…and attended 8 holiday parties, each with its own gift exchange.

Purple and Gold…and Green

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My alma mater’s football team is on a pretty impressive winning streak. The James Madison Duke Dogs won their 25th consecutive game in dramatic fashion this past Friday night. Clad in their signature purple and gold jerseys, they defeated Weber State in the quarterfinal round of the FCS playoffs. Harry Holtzclaw of

The Annual Rotary Raffle

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This past Saturday, my wife and I were fortunate enough to be guests at the annual Warrenton Rotary Raffle gala and dinner. It was my first time attending this type of event, and it was certainly a lot of fun. The purpose of the evening was to raise money for all of the wonderful causes […]

It’s All About the Dash

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Last week, the ladies of Meridian all attended Leadercast Women, brought to Warrenton by LFCC Workforce Solutions.  It was a powerful day of speakers and networking with other women in the community, and we all left with a lot to think about. One of the speakers was Dr. Bernice King, daughter of Martin Luther King,

The Burro Beer Server

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Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian, and it was a lot of fun. However, I also learned a lot

#Grateful

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Today marks the second anniversary of Meridian Financial Partners.  The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community.  We manage over $150 million in assets.  We have expanded our office space, added team members,

The Birthday Season

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All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all be […]

Cone of Uncertainty

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This week, we are enjoying the last of summer in Sandbridge, Virginia: For the last several years, we meet my family at the beach the last week of August, before Labor Day. During this “shoulder” week, rental prices drop substantially and the beach is much less crowded now that most Virginia school systems have

The Problem of 5 + 2

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I love a good accent. I love hearing clipped British notes, the slow Southern drawl, or my favorite—the lilting Irish brogue. Hence, the reason why my favorite economist is Dr. David Kelly from J.P. Morgan—he discusses the world economies with sly humor and a lovely Irish lilt. He is easy to listen to, and not