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...
Aug 1, 2023 | Investment Management
In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and...
May 31, 2023 | Investment Management
We just got back from a quick trip to the beach. Melanie had wanted to take her good friends to the beach, and they had a wonderful time making memories as they close out their junior year of high school together. (Melanie’s version) While their trip was filled with...
Jan 24, 2023 | Investment Management
A 2014 Fidelity study of the best performing 401K accounts came to an interesting conclusion…the best performing accounts over the time period of 2003 to 2013 were those held by an estate or by participants who had totally forgotten about their account. In both...
Oct 18, 2022 | Financial Planning, Investment Management
With traditional investments struggling this year, we have been fielding many questions about buying real estate. The question is often “Is real estate a good investment?”—and for us, the answer is “maybe”. On the surface, it seems that investing in the stock market...
Jul 26, 2022 | Investment Management
If you’ve turned on the TV, seen a newspaper, been on social media at all–or followed this blog–you are already aware that it has been a rough year so far in the markets. In fact, it has been historically awful. The challenge in times like these is...
