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

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

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.

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 […]

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

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 huge burden for family or friends

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). Why is […]

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.   The challenge in times like these is to stay focused and clearheaded when our […]

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 to talk to our clients about the unfolding economic uncertainty and reasonable