Jan 9, 2024 | Investment Management
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...
Nov 28, 2023 | Financial Planning
After eight years of writing blogs, all of us at Meridian are always thankful when a reader suggests a topic that they would like to know more about…and I lucked out with a suggestion for this week that is both nerdy and timely…my favorite kinds of things to write...
Oct 25, 2023 | Financial Planning
When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad. The news is scary and tragic, no matter what channel you are on. We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot...
Sep 5, 2023 | Meridian Financial Partners
Happy day after Labor Day weekend! For the Yakel family, that means back to school!! While the dogs were sad to be left behind… …the kids were mostly excited to catch up with their friends after a long summer of just hanging around the house. They missed the social...
Jul 11, 2023 | Financial Planning
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop. We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of...
