Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves:   Sarah Yakel, Partner Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in The Plains. Sarah

Lately, some of our clients have been asking us why their account is not performing as well as the S&P 500 so far this year. It’s certainly a valid question, but it misses the point of what it means to stay diversified. Certainly, investing SOME of your money in a low-cost index fund is a […]