With Thanksgiving upon us, we are struck by how much we have to be thankful for at Meridian.  From the wonderful team that supports us, to our families’ gracious encouragement, we have many blessings to count. But without our wonderful clients, Meridian would not exist, and so we would like to express our deepest

Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem too good to be true, right? Well, here is the best part: that “fairy godmother”

No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest when you’re supporting kids or helping aging parents, building your own

What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks – when you buy a stock, you become a part-owner of a […]

My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last year’s hiatus. I didn’t totally escape work and did have my laptop in tow (I avoided it as […]

Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know that at times, some (or maybe all) of us will be thrown that curveball.

As I mentioned in my recent Meridian Market Minute video post, headlines around inflation have started to appear as the next thing we should all be worried about. My colleague Sarah Irving also wrote a great blog around the topic back in early April. Since that time, the rate of inflation has gone from 2.6% […]

With this week’s last gasp of winter temperatures, we are hopeful that Spring is finally here. Trees are flowering, daffodils are up, and at the Yakel house, we are just waiting for final frost danger before putting all of these healthy guys to bed:     And, we met new puppies!!     The US

Buying your first home is considered one of the biggest milestones — in life as well as finances. It’s a big commitment, and there’s a good chance this will be the largest purchase you’ve made to date. If you are a first-time home buyer, here are five guidelines to assist you in your financial preparation.