The One Year Anniversary of Meredith Wealth Planning Before I dive into the quarterly commentary, I wanted to take a moment and mention that March 6th was the one year anniversary of starting this firm. My days at TheBANK of Edwardsville feel like quite a distant memory at this point, and since the … [Read More...] about Quarterly Commentary (Q1 2020)
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was name by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Back in December I wrote about a market timing strategy that has shown to work over a limited sample size. It had shown to provide a little better return than the overall market with significantly less downside risk. I thought it would be "good timing" to update the results of this strategy and … [Read More...] about Revisiting a Market Timing Strategy
We have implemented a recession in order to control the outbreak of the Coronavirus. While we're all wondering when this pandemic will end, and if the economy will recover within a reasonable length of time, I have been thinking about this extensively. And rather than annoying my wife with more out … [Read More...] about Quick Thoughts