Meridian Financial Partners
What Have You Done for Me Lately?
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
Nathan GilbertNov 7, 2023
Social Hour
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 scho
Sarah YakelSep 5, 2023
Testing, testing…
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
Sarah YakelApr 25, 2023
Everything, Everywhere Not All At Once
Other than the Oscars, the failure of Silicon Valley Bank has been dominating the headlines. However, the U.S. Treasury and the Federal Reserve have moved swiftly to address potential risks to the financial system. We also believe the turmoil will relieve some pressure on the Fed
Sarah YakelMar 14, 2023
Paying the Tab
My daughter Melanie and I spent the weekend in Charlottesville, soaking in the atmosphere of the University of Virginia. We went to a women’s basketball game, enjoyed a lovely dinner, and spent time on campus, touring and learning about the school… Melanie blending into the straw
Sarah YakelFeb 21, 2023
Things We Love
Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves: Sarah Yakel, Partner Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in T
Sarah YakelFeb 14, 2023Stocking Stuffers
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 after that I get lost. Another pair of so
Sarah YakelDec 20, 2022
When Taking a Loss Can Help
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 taxable (non-retirement) accounts, you may
Nathan GilbertDec 6, 2022
Ch-ch-changes
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 by David Bowie. One of my favorite lyrics in that song is “turn and fac
Nathan GilbertOct 25, 2022
Wake Me Up When September Ends
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 mutual funds cash in their holdings to ha
Sarah IrvingSep 13, 2022
Three Important Questions
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 age in place with dignity, and it is a h
Sarah YakelAug 23, 2022
What’s in an Index?
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 the levels of the Dow Jones Industrial Average (aka The Dow or DJIA
Nathan GilbertAug 3, 2022