When a client has accumulated savings that they don’t plan to use in the near future, they often wonder what they should do with their money to make it work harder for them (aka grow more). One of the first questions we ask is, what is the likely timeframe for the money? If it’s less […]

When I started writing this blog, I intended to begin with a summary of the major world events between 2015 when Meridian was founded and now. But in those seven years, so many things have happened that I would likely lose most of my readership before I even make it to the events of 2020. […]

A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental accounting in that […]

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 […]