Meridian Blog

One of the most wonderful parts of my job is getting to celebrate so many positive life-changing moments with our clients like graduations, marriages, babies, new dogs, long-awaited retirements, the list goes on. While it’s wonderful to get the chance to celebrate these alongside our clients, we also recognize we

Capital gains taxes are a consideration when buying and ultimately selling assets. For this post, we will focus on stocks, but capital gains taxes apply to real estate and other assets as well. Put simply: you buy a stock, it increases in price, and you sell it at a higher price. The difference between your […]

For many, Labor Day is part of a long weekend packed with parties and barbeques, marking the unofficial end of summer and the last day to wear white until next year’s Memorial Day. The holiday, however, has deeper roots, stemming from the late nineteenth century when labor activists pushed for a federal holiday to

Last week, we dropped Melanie off at her new home for the next four years: James Madison University in Harrisonburg, Virginia. She has had a whirlwind of a week, meeting tons of new people, learning how to co-exist in a suite with 5 other girls (and share a bathroom with 11 girls!), and navigate a […]

We asked around the office for their back to school reading recommendations. But when we asked people to choose their favorites, that turned out to be a hard task for our group of readers. As Sarah Yakel said, “I can’t say these are my favorite books of all time—I read too much to have favorites! […]

Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be something you are not happy with