Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We’d love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.

What are the NYSE, NASDAQ, S&P 500, Bond Market, and Dow?

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Anytime we turn on the news we tend to hear about how the Dow Jones Industrial Average is up 20 points or the NASDAQ is down 75 points. If we don’t hear it on tv, we at least see the tickers popping up on the bottom of our computer screens letting us know when the […]

Does money buy happiness?

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It’s a questions that psychologists, economists, philosophers, and Meridian advisors alike have sought to answer. Over the past few years, studies have found that in general, yes, money does buy happiness. But the real answer is more nuanced than that. Revisiting the $75,000 Happiness Plateau In 2010, Daniel

Financial Moves You Can Still Make Before Filing Your Taxes This Year

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Tax season is in full swing, 1099s are all finally released, and while you may be preparing to file, there are still some last-minute financial moves you can make to maximize your refund or reduce your tax liability before April 15th 2025. 1. Contribute to an IRA One of the best last-minute tax-saving moves is

Short-Term Investment Options in Volatile Markets

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Greetings from Meridian, and we hope you are all enjoying some slightly warmer weather wherever you are. In Virginia, it feels like we are turning a corner toward Spring, but we might be in for one more cold snap as per usual. As market volatility increases, so does the temptation to “get out” of the […]

Renting vs. Owning a Home: The Pros and Cons

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When it comes to finding a place to live, one of the most significant decisions many people face is whether to rent or to buy a home. Both options come with distinct advantages and disadvantages, and the decision often depends on personal circumstances, financial goals, and lifestyle preferences. Whether you’re a

Keeping the Long View Amid Change and Chaos

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The last few weeks have felt like total chaos—at home, our routine schedule has been upended with weather-related school cancellations, kids with the flu, and late nights of basketball games. At Meridian, we’ve been working hard on the usual year end reporting and tax preparation tasks, as well as rebalancing

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