Meridian Financial Partners
What the Heck is a Proxy?
If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most indiv
Nathan GilbertJul 7, 2020
Perspectives
We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south. The trip was a feast for the eyes—and many times, it was hard to take it all in. The perspectives were so grand that it was
Sarah YakelJun 30, 2020
Topsy Turvy
Today, the Meridian team is attending a virtual JP Morgan Investment Forum. We usually head to Tysons to a nice hotel conference center and hear from the top economists at JP Morgan in person…but this year, we are all sitting at our desks, listening in. While virtual events are a
Sarah YakelJun 9, 2020Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the
Sarah IrvingFeb 18, 2020Harvest time is not over yet!
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 middl
Sarah YakelDec 3, 2019Lost Things
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 boo
Sarah YakelOct 22, 2019Better Late Than Never…
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 t
Sarah YakelSep 12, 2019
Help! (I Need Somebody…)
This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included. So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am
Sarah YakelSep 11, 2018Be Prepared
As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years. News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane
Sarah YakelAug 28, 2018Independence Day
Happy 4th of July eve! Tomorrow we celebrate our nation’s fight for independence with BBQs, pool parties, and fireworks—and oddly enough lots of hot dogs. Apparently, Americans consume over 150 million hot dogs on July 4th. Pretty impressive.Our forefathers fought for independenc
Sarah YakelJul 3, 2018Let’s Get Digital…Digital…
Nathan always references cool songs in his blogs—the only one that came to mind for this blog was Olivia Newton-John’s “Physical”. Not exactly a cool song, but I digress… Recently, I followed our usual Meridian advice to clients and started to review our own estate plan. I hadn’t
Sarah YakelMay 22, 2018Wait…What?
As we’ve written about many times, Meridian has been compliant with the 2016 Department of Labor fiduciary rule, as we have been fiduciaries since Meridian was founded in 2015. To us, it just makes sense that your advisor should have your best interests in mind at all times! As f
Sarah YakelApr 24, 2018