For those of you who may not have known, our client service specialist, Gretchen gave birth to a beautiful and healthy baby girl in April!  While Nathan and I are struggling to keep up with all that Gretchen does around Meridian (she does a great job of keeping our office organized and us on track…), […]

First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time! This past Friday, I took my second turn volunteering at my kids’ school via the Watch D.O.G.S. program. […]

Like all catchy adages, the annual stock market advice to “Sell in May and Go Away” does have a kernel of truth to it.   A 2015 white paper studied the returns of the stock market over various years from May – October versus November – April and found that on average, the November – April […]

As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation for what our parents do for us as children. One of the first things I […]

In the investment world, much has been made lately of the divergence between hard data about the U.S. economy and so-called “soft data”, which deals more with how people feel about the economy. In this chart from Morgan Stanley, you can see the large gap between how consumers and business owners feel about the

This past Sunday, I was fortunate enough to chair and participate in the Prince William March for Babies. Obviously, supporting at-risk moms, premature births, and prenatal and postpartum care are incredible and worthy causes. March of Dimes helps to fund research on all of these fronts, and has already helped by

Our community’s biggest day of giving is rapidly approaching—Give Local Piedmont is one week from today on May 2, 2017.  Last year, this 24 hour giving contest raised over $879,000 for over 60 local charities.  At Meridian, we love this day as the generous spirit of our community is seen so clearly and so many

I’ve been having a lot of conversations recently about budgeting—not because our clients are awful at it, but because it is helpful to get a handle on how much things cost every month when we are working on planning.  For those starting out, it is helpful to know how much those nebulous categories of groceries,

As we enter the 8th (!) year of a bull market for the S&P 500, it is days like today (Tuesday, March 21st) that remind us that markets can still go down. While I will not claim to know exactly when the current bull market will end, I do know that it will end at […]