In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advantage of the exchange, we know this

With the name Meridian Financial Partners, folks reach out to us seeking guidance in any and all financial matters. Here at Meridian, we are financial planners and investment managers. Every person’s financial needs are unique and often a successful financial plan is supported by other professionals who offer

In the financial press, you (if you read such things) have probably read phrases like ‘the Fed is hoping for a soft landing…’ They are referring to a soft landing for the US economy which has been running too hot and causing the price of everything to rise too quickly (aka inflation). The Fed’s hope […]

Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop.  We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of the story”… And weirdly, nearly three

Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks.  But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of fruits and vegetables a day, no more than 2 hours of screen time daily, at […]

AI (Artificial Intelligence) has been increasingly in the news, on social media, and whether you like it or not, a part of your everyday life. Much of AI is a great thing, with AI programs capable of identifying potential cancer cells long before human radiologists can see it. Other uses of AI are the scary […]

Transferring your investment account(s) to a new firm can be intimidating and sometimes a reason to not make any change and leave things as they are. The two most popular reasons for transfer are 1) switching to a new advisor or firm and 2) changing jobs/retiring. While both types of moves do require some work

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force action. Source: https://www.visualcapitalist.com/rise-of-americas-debt-ceiling/ What is

Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of my head.  Nothing says “I love you Mom” like having your children coach you on