Every year I’m on it in terms of shopping for big gifts. Typically taking advantage of Black Friday and Cyber Monday deals. I do however leave the “stocking stuffers” until the last minute. There’s the traditional oranges and candies, but
As we approach the end of the year, a lot of our clients are asking what they should be doing before 2022 comes to a close. There are plenty of things-to-consider-before-the-end-of-the-year lists out there, but if you have investments in
If you are an avid reader of our blogs (if avid readers of our blogs even exist!), you may recognize this blog’s title from a previous post years ago. For those who aren’t aware, it refers to the song Changes
One of the historical realities of the stock market is that it typically has performed poorest during the month of September. The September Effect is a worldwide phenomenon; it doesn’t only affect U.S. markets. A reason could be that most
This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends. We’ve watched the struggle of figuring out how to let someone
As much as I try to avoid the noise and focus on what matters to our clients and the investments we hold, I still find myself getting frustrated when I see the financial (and many other) news outlets reporting on
If you’ve turned on the TV, seen a newspaper, been on social media at all–or followed this blog–you are already aware that it has been a rough year so far in the markets. In fact, it has been historically awful.
Market news has continued to be painful to watch, with bonds, stocks, and now commodities falling this year. The Meridian team has written about opportunities that we see in previous blogs (like this one or this one), and we continue
Happy Summer Solstice! I just returned from a wonderful week at Lake Michigan with my family. I love them dearly and a great way to look after them is to make sure I have beneficiaries named on my accounts. Beneficiary designations
Stock market decline, and how much lower for how much longer remain among the top questions we are getting from clients lately. All you have to do is look at our recent blog posts to see that! This is despite