This is the first ever quarterly update from Meredith Wealth Planning. Assuming I stay in this position for about 30 more years, you can expect about 119 more of these. Much has transpired since I launched the firm in early March. I am proud to … [Read more...] about Quarterly Thoughts (2nd quarter 2019)
Overlooked Risks
This may surprise you, but a lot of clients have similar concerns when it comes to investing in markets. Here's a few that come up every now and then: -What if the Fed raises/cuts interest rates? -What if we go to war in the middle east … [Read more...] about Overlooked Risks
Should You Just Put Everything in the S&P 500?
It has been well documented that the S&P 500 index fund has outperformed the vast majority of actively managed funds historically. Having said that, it may not be a prudent strategy to own only the S&P 500. Imagine it is late 1999 and you … [Read more...] about Should You Just Put Everything in the S&P 500?
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 are. A major factor explaining our trade deficit with China is consumer demand. We Americans enjoy … [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 about why I did it, how it's different than every other firm, why it's beneficial to the clients I … [Read more...] about Why I Started My Own Financial Planning Firm