I recently heard a radio story about Fidelity Investment’s Rule of $2,000.  In an effort to simplify college planning for parents, Fidelity says that in order to determine how much you should have saved currently for your child’s college

  It may be a bit of a stretch to work in a Blue Oyster Cult reference to the title of this blog post, but I just couldn’t help myself. You’re welcome for putting that song in your head for

For those of you who may not have known, our client service specialist, Gretchen gave birth to a beautiful and healthy baby girl in April!  While Nathan and I are struggling to keep up with all that Gretchen does around

First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time!   This past

Like all catchy adages, the annual stock market advice to “Sell in May and Go Away” does have a kernel of truth to it.   A 2015 white paper studied the returns of the stock market over various years from May

As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation

In the investment world, much has been made lately of the divergence between hard data about the U.S. economy and so-called “soft data”, which deals more with how people feel about the economy. In this chart from Morgan Stanley, you

This past Sunday, I was fortunate enough to chair and participate in the Prince William March for Babies. Obviously, supporting at-risk moms, premature births, and prenatal and postpartum care are incredible and worthy causes. March of Dimes helps to fund

Our community’s biggest day of giving is rapidly approaching—Give Local Piedmont is one week from today on May 2, 2017.  Last year, this 24 hour giving contest raised over $879,000 for over 60 local charities.  At Meridian, we love this