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.
Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In
Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in
I write this from a soccer field in Winchester watching Melanie’s soccer team compete for first place in her conference: Right now, life is fractioned between Meridian, moving, family, clients…all at the same time it feels. Clients and friends older
I may be creeping into CPA-land here, but we are getting a lot of questions from our clients about what they can (or can’t) do to reduce their tax bill. All of us are still digesting the new Tax Cuts
Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about
Okay – I am going for the low-hanging fruit here and using March Madness as a tie in for this week’s blog. Yes, it might be a bit lazy, but there are some good comparisons to be drawn between filling
At Meridian, we are starting to hear from our clients and friends about how the 2018 Tax Cuts and Jobs Act is actually impacting their returns. For the most part, we’ve not heard a lot of favorable news. For some,
As mentioned in a previous post, snow days continue to upend the best laid plans for getting any work done for parents. Most recently, it was my wife’s turn to shoulder the load, and she took our kids to her
This past weekend, we went with friends to a George Mason Patriots women’s basketball game—it was a very exciting game, with the Patriots winning with a last minute buzzer beater shot. Melanie and the boys really enjoyed being so close
A few weeks ago, my brother and two buddies took a short camping trip to the Shenandoah National Park. While it was very cold for the first night in our wood-stove-heated cabin, we were treated to some beautiful views of