It has been well documented that the S&P 500 index fund has outperformed the vast majority of actively managed funds historically. Having said … [Read More...] about Should You Just Put Everything in the S&P 500?
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.
Recent Posts
Tariffs and Your Portfolio
Foreign trade can be a win-win for everyone involved, and it often is. Tariffs can be a lose-lose for for everyone involved, and they often … [Read More...] about Tariffs and Your Portfolio
Why I Started My Own Financial Planning Firm
On March 6th of this year I started an independent registered investment advisor. I wanted to write my first blog post for Meredith Wealth Planning … [Read More...] about Why I Started My Own Financial Planning Firm