Meridian Blog

Last month, my husband and our boys made a quick trip to Dallas to watch Argentina take on Austria. They happened to be sitting in the Argentinian supporters’ section—which they described as absolutely electric. Even better, they were there to watch Lionel Messi score the goals that first tied and then

Over the past couple of months, I’ve had several clients ask a version of the same question. “Amazon is down. Microsoft is down. Nvidia reported incredible earnings. Why aren’t these stocks going up?” It’s a fair question. After all, these are some of the strongest businesses in the

One of the most valuable tax benefits available to families is something called a step-up in cost basis. While the name may sound technical, the concept is actually quite simple and can have a significant impact on how much of an inheritance your loved ones ultimately keep. Your cost basis is generally what you

Welcome Our Newest Team Members to Meridian We’re excited to welcome Reilly Skorupski to Meridian as our newest Support Advisor. Reilly graduated from George Mason University in May 2026 with a degree in Finance and brings valuable experience in financial planning, investment analysis, and client service.

It’s hard to ignore. Wherever we turn, AI (Artificial Intelligence) is in our faces whether it is taking headlines in the news, using algorithms to make recommendations based off shopping or search history, correcting grammar in digital communications, tracking our sleep and/or fitness patterns, and one that I find

This weekend, my middle son Ethan graduates from high school. Like most parents, I’m not entirely sure how we got here so quickly. It feels like just yesterday he was jumping in piles of leaves, playing around with his brother, or fishing, boating, catching insects…generally doing anything outdoors…. now we