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 middle of harvest season…at

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 loving family to not only look after

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 book.  Jonathan and Melanie

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 simple concept, but it can be

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 house. It was […]

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 two very compressed and full days,

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 understand what’s going on. And, while you

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