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 … [Read more...] about Quarterly Commentary (Q1 2020)
Revisiting a Market Timing Strategy
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 … [Read more...] about Revisiting a Market Timing Strategy
Quick Thoughts
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 … [Read more...] about Quick Thoughts
Collective Sacrifice
Once upon a time Collinsville, IL was nationally recognized as a high school basketball powerhouse. I remember going on a family vacation to Florida as a child and someone asking our family where we were from. When we replied "Collinsville, Illinois" … [Read more...] about Collective Sacrifice
Financial Therapy
"Stocks won't make you wealthy. Your behavior around stocks makes you wealthy" -Nick Murray I know enough to know that clients don't always appreciate hearing the following from their advisor at a time like this: -"Stay the … [Read more...] about Financial Therapy
Disrupting Asset-Based Fees
Today, it is common for financial advisors to charge based on a percentage of assets under management. Numerous industry studies have shown that the typical median asset-based fee is about 1.00% annually for accounts under $1 million, and it doesn't … [Read more...] about Disrupting Asset-Based Fees