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Meridian Financial Partners

Meet Milo

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This is Milo, our new puppy.   He is a Greater Swiss Mountain Dog, often abbreviated to “Swissy”.  He is still a little baby, just having turned three months old.  We are enjoying him at home and around Meridian, but we are gearing up to go on a long beach trip without him.  So, we have […]

Navigating with Meridian(s)

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This past week, I was blessed to be able to spend some time at the beach with my kids. It always amazes me to stand with my feet in the surf and look out across the vast ocean. Such infinite possibilities, but so very scary to traverse. Ever since I read The Wave about giant […]

Take a Tour of the Meridian Financial Partners Office

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Take an inside look at our office, meet our team, and feel free to reach out.   Blog Disclosure

Department of Labor AKA…

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  …Captain Obvious Good news everybody! Our friends at the Department of Labor (DOL) finalized a rule on Wednesday that requires financial advisors to act in the client’s best interest when giving retirement advice. While this seems like an obvious stance, the rule was put into place to prevent advisors from

First Quarter 2016 Market Notes

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Meridian Financial Partners First Quarter Report 2016

Making Beer Myself

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A friend of mine recently gave me a home beer brewing kit, and while I don’t have any frame of reference, I can tell it’s probably a nice one. 15 years ago, I would have viewed this kit and its potential reward very differently. Meaning, now that I have three children and a business to […]

Abundance

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My son and I were picking up Thanksgiving flower arrangements yesterday, and he asked me why horns were holding all of the flowers.   I explained that they were cornucopias—traditionally signs representing abundant fall harvests. Moving on, he just liked saying the word “cornucopia” over and over (it is fun to

Measuring a Different Bottom Line

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This week, I was awed and inspired by the speaker at women’s luncheon—Columbia professor, Ms. Geeta Mehta.  Ms. Mehta is the founder of several global non profit organizations, and is a passionate pioneer in the social capital conversation, attempting to tackle poverty while also building community spirit. What

Unforced Errors

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I admit I am only a casual sports fan…I watch NBA finals, the Super Bowl, Grand Slam tennis. But in watching the recent Grand Slam (fascinated with Serena Williams…), I was interested in what the announcers called “unforced errors”. These are the mistakes a tennis player makes that are not forced by the skill