The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh!   At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we

Just Do It.

Last week, Nathan emphasized the importance of rebalancing your portfolio in his blog post–which was awesomely titled “The Playoff Beard” and reflected his love for the Washington Capitals. I don’t have a passion for the Caps (or beards), but when