Category

Meridian Financial Partners

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 school very much…the actual

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 of this post…for

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 Federal Reserve, possibly leading to a

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 on the Lawn… UVA women’s

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 The Plains. Sarah

Stocking 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 socks? Chapstick? Gift cards? In

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 want to consider tax loss harvesting.

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 face […]

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 harvest tax losses. Another particular