Meridian Financial Advisors, LLC

Meridian Financial Advisors, LLC Fee-Only Comprehensive Wealth Management from professionals with experience. Retirement Planning, Portfolio Management, Registered Investment Advisor, CFP.

Financial planning and portfolio management is all we have ever done and we have been doing it since 1990. There are many wealth management advisors and investment management firms in the Boston, MA area. But wealth management involves more than just investment management. While many wealth management advisors focus on the often-futile task of market timing, we take a holistic, comprehensive appro

ach to investment management and look at your complete financial profile. See disclosures at https://www.meridianfinancial.net/disclosures/

Long before the tell-tale signs of Parkinson’s disease appear, including tremors and muscle stiffness, there are other, ...
06/03/2026

Long before the tell-tale signs of Parkinson’s disease appear, including tremors and muscle stiffness, there are other, more subtle signs of the disease.

These include changes in oral pronunciation and language and difficulties breathing or swallowing.

People with Alzheimer’s disease can also experience a reduction in their vocabulary and a tendency to repeat certain words. These also appear well before there is clear memory loss.

Learning what to listen for before the first commonly observed symptoms appear can give people a jumpstart for seeking medical help.

The SEC focused its enforcement efforts on cases involving demonstrable harm to retail investors. The FY2025 announcemen...
04/29/2026

The SEC focused its enforcement efforts on cases involving demonstrable harm to retail investors. The FY2025 announcement highlighted a number of new cases filed related to Ponzi schemes, misrepresentations to the market, and inadequate disclosures that resulted in investor losses.

On April 6, 2026, the Securities and Exchange Commission (SEC or the Commission) announced its enforcement results for fiscal year 2025 (FY2025). The...

The Warning Letter also revealed that when investigators probed into the company’s failure to comply with cGMP obligatio...
04/29/2026

The Warning Letter also revealed that when investigators probed into the company’s failure to comply with cGMP obligations, personnel responded that they were unaware of certain legal requirements because the AI agent the company relied upon did not tell them

In the United States, facilities that manufacture drugs must implement quality systems that comply with current good manufacturing practice (cGMP)...

04/29/2026

On April 7, 2026, Paul Atkins, Chairman of the Securities and Exchange Commission (SEC), reiterated the SEC’s commitment to make the process of...

The three Kalshi disciplinary matters involved political candidates who wagered on their own campaigns, while the CFTC’s...
04/29/2026

The three Kalshi disciplinary matters involved political candidates who wagered on their own campaigns, while the CFTC’s enforcement action was the agency’s first-ever insider trading complaint concerning event contracts and involved an active-duty U.S. Army service member who allegedly traded Polymarket contracts using classified military intelligence about “Operation Absolute Resolve.”

On April 22 and 23, 2026, respectively, KalshiEX LLC (Kalshi or the Kalshi Exchange) and the Commodity Futures Trading Commission (CFTC) announced...

01/05/2026

HISTORICAL TOTAL RETURN

From January 1926 through December 2025, the annualized total return for the S&P 500 was 10.57% per year vs. 10.58% at September 2025. The dividend component consists of 36.93% of the return vs. 36.99% for September 2025. The annualized return consists of both capital appreciation and dividends reinvested.

Howard Silverblatt

Senior Index Analyst

SP Global

Do you know what it means to be a fiduciary advisor?
11/10/2025

Do you know what it means to be a fiduciary advisor?

The fiduciary rule has endured legislative challenges over decades, but its guiding principles have stood the test of time.

07/28/2025

Author states "Starting next summer, borrowers taking out fresh loans will have two new repayment plans to choose from, while at least a half-dozen existing programs will be extinguished, including the most affordable option, the Biden-era plan known as SAVE. The nearly 8 million people in that plan will soon need to figure out their next-best option"

The author states "Stablecoins offer a way to save cash while reducing reliance on banking institutions. That said, with...
07/15/2025

The author states "Stablecoins offer a way to save cash while reducing reliance on banking institutions. That said, with USD stablecoins presumably barred from paying interest, their attractiveness relative to deposits, CDs or money market funds is limited — mostly to savers in countries with unstable currencies or runaway inflation."

Uncover the significance of stablecoins in today's financial landscape, offering stability and efficiency in decentralized transactions. Explore the GENIUS Act's role in shaping regulatory frameworks, stablecoins' applications in cross-border payments and blockchain marketplaces, and their impact on...

Social Security inflation adjustment expected to be about 2.5%
06/11/2025

Social Security inflation adjustment expected to be about 2.5%

If trends hold through the third quarter, the COLA for 2026 will be on par with 2025.

Address

13 Water Street Ste 302
Holliston, MA
01746

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+15084292600

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