I write this post from Williamsburg as I deliver my three kids to my parents to stay this coming week—the annual parent-free visit with grandparents!  My kids look forward to this week all summer…I am not sure my parents share the same enthusiasm… On the trip down, Melanie and I had a nice talk about […]

As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits or are almost eligible to receive benefits, you

Since Sarah called me out on song references in her last post, I thought I would stick with the theme. I could remember the name of the song “Reunited,” but I couldn’t remember the artists. In my defense, the song was released in 1978, and I was only one-year old. Google quickly informed me that […]

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 the global markets. As you can see from the chart below, the US

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 your best interests in mind at all times!  As fiduciaries, we have the legal

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 this year, that would have pushed the tax filing deadline to Monday, April 16th. However, […]

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 new, more modern home. According to my family, my grandfather really loved the front door […]

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 use it.  Happily, they obliged…enjoy!” What Happened The stock market last week tested the fortitude

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 is a list of common forms, what they mean, and what to do with them. […]