At Meridian, we are putting the finishing touches on our year-end letter that is included with our annual client statements.  While 2023 was a crazy year of news, the stock market had one main story…“The Magnificent 7.” The S&P 500 was up 24% in 2023, but most of the growth was concentrated in seven

Much like my New Years Resolution to start saying “yes” to more activities (more on that later…) – everyone’s got to start somewhere. Why not use the energy of the new year to get started on your financial journey? While no two people are the same and everyone is going to have a different financial […]

Happy New Year to you and yours! I hope everyone found time to spend with family and friends and didn’t get too caught up in The Space Between that Sarah Y mentioned in her latest post. Maybe that’s what it’s like to be fully retired and you forget what day of the week it is…I […]