This week, we celebrate an important historical event… Mr. Yakel’s birthday:   And also, the birthday of America! 😊 On July 4, 1776, the Second Continental Congress unanimously adopted the Declaration of Independence, announcing the colonies’ separation from Great Britain.  The Declaration of

We are thrilled to announce Sarah G. Irving as a Partner within the firm. With exceptional expertise and dedication to client success, Sarah delivers excellent client service and is now a key part of the leadership team. As a Partner, Sarah Irving will play a vital role in guiding the strategic direction of the firm,

Daniel Kahneman’s work perfectly outlines what we as advisors and planners are often dealing with when speaking to clients, giving advice, and making recommendations. One of his main conclusions was that individuals do not always make rational decisions when faced with uncertainty. Unfortunately, when it comes to

For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). While Icon is the largest […]

Back in very early January, I wrote a blog about financial resolutions for the New Year, which notes that most people give up on those resolutions after about 3 months. With the days getting longer, the weather warming, and flowers starting to pop up, why not use the change in seasons as a motivator to […]

Even though we had an extra day in February, 2024 is already flying by! Meridian is thrilled to have our doors open at our new second office in Washington, Virginia.  We are located on the lower level of the Miller Building at 211 Main Street, joining several other local businesses in the renovated space. The office

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%

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 […]

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