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Meridian Financial Partners

The “Cash Trap”

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With the Federal Reserve’s campaign to tame inflation pushing short term interest rates higher, cash yields have become more and more enticing.  Frankly, we’ve never bought more CDs and Treasury bonds for our clients than over the past year.  It’s been a welcome sight to see Treasury and cash yields in the 5%

Learning New Things @ Exchange

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Yes, finding an excuse to go to a conference in Miami in February is generally a good idea. As is the case with most events like these, we are still spending the lion’s share of our time inside conference rooms, but it’s still a great location for this time of year. The annual Exchange conference […]

Well…that happened fast…

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This past Friday, we celebrated Melanie’s last day playing basketball on our home court.  Seniors were celebrated as their high school basketball career came to a close…   I’ve coached Melanie’s basketball team since she was in 7th grade, and it’s been a real treat to have a front row seat, watching

Change is Really, Really Hard

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Change is exceptionally difficult, and it seems the older we get, the harder it becomes. Some change is for good reasons, some for less than ideal reasons. As financial planners, we are here to help see our clients through life changes – be that retirement, a home purchase, starting families, marriages,

Now or Later?

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With a new year comes new resolutions and for savers, new retirement plan contributions.   For 2024, the employee contribution limits are as follows: IRA and Roth IRAs : $7,000 for those  <50 years old, $8,000 for those 50 and older. SIMPLE IRA: $16,000 for those <50 years old, $19,500 for those 50 and

There’s Much to be Thankful For

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Happy Thanksgiving to you and your family! While it often feels like the world is filled with nothing but bad news we have a lot to be thankful for here at Meridian. Sarah Yakel is thankful for 5% treasury rates and all of the adventures she’s had with her family this year before Melanie goes […]

What Have You Done for Me Lately?

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I point the finger at our own industry for training investors to think in the short term. Within our firm our custodian, Charles Schwab, sends out monthly statements. From a compliance perspective, this is a good thing, because it reassures clients that their money is where it’s supposed to be, and that Meridian is

Social Hour

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Happy day after Labor Day weekend!  For the Yakel family, that means back to school!! While the dogs were sad to be left behind… …the kids were mostly excited to catch up with their friends after a long summer of just hanging around the house.  They missed the social aspect of school very much…the actual

Testing, testing…

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Today the Yakel kids start SAT testing…only Ben is excited—he likes filling in all of the bubbles with his number two pencil.  The older kids dread it…probably because they are facing a day full of questions like this:   For all you math people, you can check your answer at the end of this post…for