Dated perspective on markets and the economy
General commentary from our investment team, published periodically. This is not personalized advice and does not constitute a recommendation to buy or sell any security.
Staying disciplined through a choppy summer
Equity markets have traded in a wide range over the past quarter as investors weigh mixed economic data. Historically, periods like this reward investors who maintain their target allocation rather than attempting to time an exit and re-entry. We continue to encourage clients to focus on their written plan rather than short-term headlines.
Interest rates and what they mean for portfolios
Interest rate expectations have shifted several times this year, affecting both bond prices and the relative appeal of cash. Diversified fixed-income allocations are designed to perform reasonably across a range of rate scenarios, which is why we generally avoid making large, rate-driven portfolio shifts based on any single forecast.
A reminder on diversification going into the new year
Every calendar year, a different asset class tends to lead performance — and a well-diversified portfolio, by design, will rarely hold only that year's top performer. As we begin 2026, we're reviewing client allocations against long-term targets rather than chasing the prior year's winners.
This content is for informational purposes only and does not constitute personalized investment, tax, or legal advice. It is not a recommendation to buy or sell any security. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal. Meridian Capital Partners is a fee-only fiduciary; please see our Form ADV Part 2A for a full description of our services and fees.
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