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.
Global stock markets keep going up and up. Some things have indeed improved since the dark days of March 2020. But other conditions have worsened. Yet, it almost seems no matter what the news is, investors remain bullish. Clearly the
This is Ben. He is my 10-year-old and littlest child, and he is the best helper. Over Christmas break, Ben was helping me assemble a million new client packets, and he noticed the risk tolerance questionnaire that we include
It might sound strange, but not all debt is “bad.” Certain types of debt can actually provide opportunities to improve your financial future. To make smart decisions about if, when, and how much to borrow, you need to understand the
Happy 2021! Per Nathan’s last blog, I only have a couple of more weeks to say that, so I’m soaking it up. Cheers to everyone who has set their goals or resolutions for this year whether they be physical, mental,
I hope you and yours had a wonderful holiday season and your new year is off to a great start. Despite not being able to see most family as usual, our young children made the season very exciting/exhausting as always!
My recently received edition of Entertainment Weekly started with this glum opening editor’s note: “Nobody with a lick of sense should wax nostalgic about 2020. Should some future soul discover this letter many decades hence, when humanity lives in climate-controlled
As the year comes to a close, the team here at Meridian has been collaborating together on our individual and firm key objectives for 2021. We take this opportunity every year to revisit the values, philosophy, and mission as a
We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning
Finally, Christmas music is legal…and so are outdoor Christmas lights and decorating Christmas trees. The rules of the holiday season dictate no signs of Christmas until after Thanksgiving, and all Christmas artifacts must be removed by January 2nd. 😊 At
This holiday the season the Irving family calendar is not as jam packed as it has been in previous years, partly I’m thankful for and also partly it feels a little strange. However, this quieter holiday season (as quiet as