Meridian Blog

Money is one of the more common sources of stress in a marriage, yet it is often the least discussed topic early on. Conversations about goals, debts, and financial boundaries are not always easy or pleasant, but they are necessary. For couples in their peak earning years or approaching retirement, financial decisions

If you’ve been hearing about “Trump accounts” lately and wondering what they actually are, you’re not alone. Officially called Section 530A accounts, these new investment accounts are set to roll out July 4, 2026, and they’re designed to help kids build wealth from an early age. At a high level, think of a

Over the weekend, I attended a Leadership training session about Artificial Intelligence (AI). It was a fascinating conversation all the way around about what AI actually is (spoiler alert: computers are dumb – they need precise information – and AI is built on predictive analytics). Given enough information (i.e.

When reviewing clients’ financial plans, we often discuss estate planning and the benefits that can come from getting things in order ahead of time (aka before dying). Often, the conversation starts with trying to avoid taxes, but for most of us (with less than $15 million or $30 million if married), there is little

As a quick note, the recent escalation of conflict involving Iran is a sobering reminder that markets do not exist in a vacuum. More importantly, events like these carry real human consequences, and we hope that tensions can de-escalate quickly. From a market perspective, Sarah Irving covered the historical patterns

Market behavior especially when influenced by geopolitical events is a lot like parenting – once you think you think you have a grasp on everything and no one is sick, something is bound to change. As a parent, the combination of preparation and agility (not to mention a big slice of humble pie) have thus […]