Meridian Blog

These past few weeks have been a whirlwind and I know that the remaining weeks of 2024 will be as well. Before Thanksgiving, I had the opportunity to join two of my colleagues at the annual Charles Schwab IMPACT conference in San Francisco where some of the brightest minds in the industry came together to […]

While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been really grateful for the family

I’ve started grocery shopping with my air pods in…not to be anti-social but because—as a Christmas purist—I firmly believe that there should be NO Christmas music before Thanksgiving. If you start listening now, then you’ll hear “All I Want for Christmas” 2,954,359 times before December 25.* Stores are

It’s never pleasant to get a notification from your bank informing you that the interest rate on your high-yield savings account is decreasing. But, it is becoming more common. According to the FDIC, the national average interest rate on a traditional savings account is 0.45%, with many brick-and-mortar banks

Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Should you make any changes to your

With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and easily transferred to the account