Latest Insights

Retirement and Financial Planning

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.

In the News

6 Meridian advisors featured panelists for Next Generation webcast

How does the next generation of talent view your compensation and long-term incentive plan? How do they think about advancement…

Estate and Insurance

Before You Claim Social Security

A few things you may want to think about before filing for benefits.

In the News

Reuters quotes Mies in market recovery article

Stocks ascend to record on economic recovery, vaccine outlook. CIO, Andrew Mies, is asked for his thoughts on the recovery….

Company Updates

Art of the Charcuterie Board with Katharine Elder

2020 Fall Virtual Series Final Presentation NOW AVAILABLE What’s the secret to creating both a beautiful and tasty charcuterie board? …


Growth Vs. Value: Rehashing a perpetual debate

In the current market environment it has become popular to debate the outlook for “Growth vs. Value”. While we believe…

November 2020 Viewpoint

Viewpoint- November 2020

The shape of the economic recovery depends on what piece you are looking at.

In the News

Green provides his thoughts on 401(k) allocation to Barron’s

Bryan Green, Partner and Wealth Advisor, shares his thoughts with on selecting the right mix in a 401(k) during…


Economic Indicator Report- October 2020

There is no single indicator that can tell us how best to invest. However, we find it is vital to…


Market Insights- October 28, 2020

Global equity markets are selling off this morning, with most European indexes down between 2% and 4% and the S&P…

In the News

ETF Trends highlights Mies WSJ comments

ETF Trends highlighted comments made by Andrew Mies, CIO to the Wall Street Journal. Read the full article here.


Market Update Webcast- October 2020

View our latest Market Update Webcast with CIO, Andrew Mies. Key Takeaways:What other disruptions can 2020 deliver?The economic recovery has…