With your investments, I mean. There is an interesting slide from JP Morgan with two charts showing investor allocations by region. There is quite a large disconnect between a US investor’s allocation to non-US investments and the actual make-up of
As we’ve written about many times, Meridian has been compliant with the 2016 Department of Labor fiduciary rule, as we have been fiduciaries since Meridian was founded in 2015. To us, it just makes sense that your advisor should have
For most people, tax season officially comes to an end today, April 17th. All of us have the weekend and a Washington D.C. holiday to thank for the extra two days. Because the traditional April 15th fell on a Sunday
About 58 years ago, my grandparents (and my mom and her 4 siblings) moved from Pasadena, California to the Northern Virginia area. The new owner of the Pasadena house planned to have the house demoed in order to build a
A Note from Sarah: “Our good friends down at Alpha Capital in Atlanta, GA penned this guest blog. It happened to be almost exactly what I wanted to say in Meridian’s blog this week, so I asked if we could
As Nathan pointed out in his last Meridian Market Minute, tax forms are beginning to arrive in mailboxes across the country right about now. We do get a lot of questions about what forms are coming and when, so here
While even the IRS is scrambling to figure out how to comply with the new tax act—one portion of the new bill does seem clear, and is a really nice gift for parents and grandparents of students. The new tax
The 2017 holiday season is in full swing, and as always, by this point in the year, I am getting tired. Our family has been to 6 Christmas concerts in 12 days…baked 20 dozen cookies…made (and decorated) 3 gingerbread houses…wrapped
My alma mater’s football team is on a pretty impressive winning streak. The James Madison Duke Dogs won their 25th consecutive game in dramatic fashion this past Friday night. Clad in their signature purple and gold jerseys, they defeated Weber
Over this past weekend, I joined the masses of Americans out shopping for Christmas. I went to eight stores across three counties in under six hours. Afterward, I joined most of Fauquier County on Main Street to watch the Warrenton