Meridian Blog

Here at Meridian, we often focus on our firm’s structure as a key reason why clients want to work with us: an independent, fee-only fiduciary. We feel that it is the best way to avoid any conflicts of interest and give unbiased guidance. However, one other unique aspect of Meridian is our team approach. No […]

With April being National Financial Literacy month, we’ve been writing about things you should know about as a financially literate adult…and how to protect yourself and your money from the innumerable bad actors in the world is super important. So, for today’s blog, we wanted to tap into the knowledge and

Before I ever had any inclination to work in the financial industry, I remember an older co-worker of mine, telling a group of us younger fellows that he was about to give us a piece of advice. The advice was that if we ever were to have somebody manage our money, we needed to make […]

As Sarah mentioned in her blog last week, April is Financial Literacy Month! This annual observance aims to raise public awareness about the importance of financial literacy and encourage smart money management habits. As with so many habits, starting good money management and savings habits young is a great way to

Hartford Funds recently put out a great article called The Price of Panic which we found a helpful read. They partner with MIT AgeLab who researches a lot around the psychology of investing and investor behavior. We found it helpful and hope you do too. Download the article. The team here at Meridian is available to

The month of April feels like a breath of fresh air to our family (figuratively and literally). Spring brings longer days, warmer temperatures, beautiful scenery, and the chance to celebrate new life at my dad’s farm. The month of April is also very special as it is Financial Literacy month! In today’s