As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments in their retirement plans are “playing nicely” with the assets that we are handling

Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in the two charts that showed allocations to equities

Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about half of 10 day forecasts being close

A actual slippery slope – November 15th – Mountain Rd. in Haymarket, VA Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do think it’s good to talk about

While summer still lingers this week with the warm and humid weather, glimmers of beautiful Virginia fall are peeking through.  And our family loves the fall—the kids clamor to go apple picking, grab pumpkins and mums to decorate the yard, and jump on the Spooky Bus at Meadow Farms: At Meridian, fall kicks off a

Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo.  Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, Andy Defrancesco is proving to be a

Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]

This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included.  So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am missing our dog sitter. 

As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits or are almost eligible to receive benefits, you