This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]

If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most individual investors often ignore them

We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south.  The trip was a feast for the eyes—and many times, it was hard to take it all in.  The perspectives were so grand that it was hard […]

Today, the Meridian team is attending a virtual JP Morgan Investment Forum. We usually head to Tysons to a nice hotel conference center and hear from the top economists at JP Morgan in person…but this year, we are all sitting at our desks, listening in.  While virtual events are always a challenge, we also miss

Nothing seems to go by faster than the time does watching children grow.  As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the blink of […]

Now that Thanksgiving is behind us, and we’ve crossed the mark of December 1st, it is the official Christmas season now.  We went this weekend to cut down our tree, the house is decorated, and the first Christmas party has come and gone… BUT, at Meridian, we are still in the middle of harvest season…at

At our house, “Have you seen my _{insert lost thing}­­ ?” is a common refrain.  This morning, I couldn’t find the carpet cleaner (that I had just used last week on a different pet incident), Ben couldn’t find the belt for his school uniform, and Ethan couldn’t find his History book.  Jonathan and Melanie

Sorry for the delayed blog post (we usually post on Tuesdays), but we’ve been at the Wealth/Stack conference in Arizona and have been totally occupied.  Wealth/Stack has been a great conference to hear where the future of financial advice and investment management is heading.  In two very compressed and full days,

This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included.  So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am missing our dog sitter.