Joshua Henry
September 30, 2023: Market Note
The good news is the equity (stock) markets are up on the year. The bad news is we did close out the quarter with a pullback. Every year...
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MERIDIAN FINANCIAL ADVISORY LLC
Registered Investment Advisor
Joshua Henry
- May 30
- 3 min
The Power of Staying Invested Throughout Market Cycles
There are a number of reasons why a household would want to work with a financial advisor. Usually it boils down to achieving goals and...
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Joshua Henry
- May 9
- 1 min
Stabilizing Influence of Private Markets
The following is a great (5 min 58 sec) interview with Blue Owl Capital co-founder Marc Lipschultz on the importance of the...
13 views0 comments
Joshua Henry
- Mar 4
- 7 min
Markets in 2023 and What the Secure Act 2.0 Means for You
A Spring Letter to Clients (Mar 1, 2023) Let me start by saying there are good and not so good things to report. On the whole, the...
6 views0 comments
Joshua Henry
- Nov 29, 2022
- 4 min
Putting Market Action into Perspective
We wish everyone and their families a very Happy Thanksgiving and we wanted to touch base before the end of year activities get in full...
16 views0 comments
Joshua Henry
- Apr 15, 2022
- 4 min
How to Maximize Your Boeing Benefits Package
Joshua Henry April 15, 2022 Boeing employs a workforce of 160,00 worldwide. As a financial advisor that specializes in helping Boeing...
54 views0 comments
Joshua Henry
- Apr 15, 2022
- 5 min
Saving On Taxes In Retirement
Joshua Henry December 1, 2020 When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to...
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Joshua Henry
- Apr 13, 2022
- 4 min
When Should I Retire And How Much Do I Need For A Comfortable Retirement?
Joshua Henry April 13, 2022 One of the most common retirement questions people ask is, “When will I be ready to retire?” What many people...
30 views0 comments
Joshua Henry
- Apr 1, 2022
- 4 min
Market Commentary (Q1 - 2022)
We expected the capital markets this quarter to be active and they did not disappoint. Just a short time ago (March 14) the broad US...
54 views0 comments
Joshua Henry
- Mar 30, 2022
- 4 min
Strengths and Weaknesses of Target Date Funds
The point of this article is not to disparage Target Date Funds. We believe on net they are an important part of the financial landscape...
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Joshua Henry
- Mar 24, 2022
- 4 min
Why the 60/40 “Balanced” Portfolio is Dead & What You Can Do About It
To support this rather audacious claim, I would organize the arguments into two different groups. The first being challenges in the...
61 views0 comments
Joshua Henry
- Mar 22, 2022
- 7 min
Tax Planning Strategies for Boeing Employees
Boeing employees know better than most that planning ahead is key to making the most of their finances, but they are still not immune to...
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Joshua Henry
- Mar 21, 2022
- 6 min
The Top 10 Financial Mistakes I See Boeing Employees Make
After working with Boeing employees, I’ve seen some patterns—certain financial planning challenges that pop up time and time again. As a...
46 views0 comments
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