If the only thing you know about a Roth is that it rhymes with sloth …well, then this post is for you. So. Are you ready to find out what this Roth IRA thing is? It is a type of retirement account! Roth IRAs (IRA stands for Individual Retirement Account) are specific retirement accounts that […]

Irrational investor behavior is nothing new, but as Sarah Yakel pointed out in her blog last week, the sheer volume of data (both good and bad) and wanna-be-stock analysts has increased dramatically in recent years. Some have made headlines touting huge short-term gains, but most “average” investors often get

Investing has been front and center this past month with the ongoing Reddit/GameStop/Robinhood saga all over the news:   In a Yahoo Finance poll, 28% of investors polled admitted to buying one of the stocks in the news—AMC was the most purchased stock, with 10% of polled investors buying shares in January:

It’s February. It’s the month of love, Valentine’s Day. With love comes marriage, and marriage is a beautiful thing. But, what a lot of people forget to talk about is there is a business side to marriage, in the midst of the honeymoon phase. Then, seemingly out of nowhere, the disagreements about money begin.

My recently received edition of Entertainment Weekly started with this glum opening editor’s note: “Nobody with a lick of sense should wax nostalgic about 2020.  Should some future soul discover this letter many decades hence, when humanity lives in climate-controlled domed cites and zips about on hoverboards,

We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning options are available to our clients. “Do I even need a trust?” is probably the […]

For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis on this subject.   […]

Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why We Don’t Market-Time Elections While

When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders dividends every quarter. Investors