Investment Management
Headed Up the Mountain
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]
Nathan GilbertJul 28, 2020
What the Heck is a Proxy?
If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most indiv
Nathan GilbertJul 7, 2020
Perspectives
We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south. The trip was a feast for the eyes—and many times, it was hard to take it all in. The perspectives were so grand that it was
Sarah YakelJun 30, 2020
A Diversified Toolkit
If you know me and my husband, you know that we are serial renovators and DIYers. Yes, we are sick sick people. We are currently in the home stretch of our last … and I mean LAST… home renovation. While I’d like to think I am contributing as much as possible during the renovation
Sarah IrvingJun 23, 2020Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the
Sarah IrvingFeb 18, 2020Harvest time is not over yet!
Now that Thanksgiving is behind us, and we’ve crossed the mark of December 1st, it is the official Christmas season now. We went this weekend to cut down our tree, the house is decorated, and the first Christmas party has come and gone… BUT, at Meridian, we are still in the middl
Sarah YakelDec 3, 2019
Your Investment Time Horizon is Longer Than You Think
Recently, my wife’s grandmother (my grandmother-in-law?), affectionately known as Ging, celebrated her 94th birthday. While she has had some medical complications along her journey, her quality of life has mostly been very good if not excellent. She is certainly lucky to have a l
Nathan GilbertNov 26, 2019Lost Things
At our house, “Have you seen my _{insert lost thing} ?” is a common refrain. This morning, I couldn’t find the carpet cleaner (that I had just used last week on a different pet incident), Ben couldn’t find the belt for his school uniform, and Ethan couldn’t find his History boo
Sarah YakelOct 22, 2019
Risk vs. Return (or Cute vs. Stinky)
As investment managers, we are constantly trying to walk the line between risk and return. And, more importantly, we are trying to find the right mix for our clients’ particular situation. Typically, the more risk you take, the more return you can expect over time. It’s a fairly
Nathan GilbertOct 1, 2019
An Unexpected Storm
This past Labor Day, my family and I experienced a very strong “micro-burst” (my wife claims tornado!) at our house. While it was far from a disaster, it did do quite bit of damage to many of our trees, small portions of our house, and it completely wiped out an old shed/spring h
Nathan GilbertSep 17, 2019Better Late Than Never…
Sorry for the delayed blog post (we usually post on Tuesdays), but we’ve been at the Wealth/Stack conference in Arizona and have been totally occupied. Wealth/Stack has been a great conference to hear where the future of financial advice and investment management is heading. In t
Sarah YakelSep 12, 2019
Be a Gangster Baby: Invest Without Fear
Last week, I had the unfortunate role of taking our youngest child (Molly) to get her immunization shots prior to starting kindergarten next year. If you are a parent, you know that this is one of the worst doctor’s appointments, because the kids are usually old enough to underst
Nathan GilbertMay 14, 2019