top of page
Ph: (843) 212-6828
MERIDIAN FINANCIAL ADVISORY LLC
Registered Investment Advisor


Joshua Henry
Jan 55 min read
January 1, 2025 Market Note
A Market Note was included at the end of our December 1 newsletter. The Market Notes we generally send with our newsletters are written...
28 views0 comments


Joshua Henry
Oct 9, 20243 min read
October 1, 2024 Market Note
After the close of each quarter, we send our clients a Market Note. This is the note we sent after the end of the third quat Let’s talk...
2 views0 comments

Joshua Henry
Jul 10, 20243 min read
July 2024 Market Note
In the second quarter (Q2) that just ended, the S&P 500 (one of the best gauges of the US stock market) gained 5.1%, the Dow Jones (a...
5 views0 comments

Joshua Henry
Dec 18, 20236 min read
What are Private Markets and Why Private Markets?
Most people that invest in the market will generally buy publicly traded securities with the help of an online broker, mutual funds from...
14 views0 comments


Joshua Henry
Dec 5, 20234 min read
December 01, 2023: Market Note
Following a poor 2022 and strong start to the year 2023, beginning in Jul 31 the US stock market began to sell off. That was followed by...
17 views0 comments


Joshua Henry
Oct 5, 20234 min read
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...
23 views0 comments

Joshua Henry
May 30, 20233 min read
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...
18 views0 comments


Joshua Henry
May 9, 20231 min read
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...
15 views0 comments

Joshua Henry
Mar 4, 20237 min read
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...
8 views0 comments

Joshua Henry
Nov 29, 20224 min read
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...
18 views0 comments


Joshua Henry
Apr 15, 20224 min read
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...
58 views0 comments


Joshua Henry
Apr 15, 20225 min read
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...
18 views0 comments

Joshua Henry
Apr 13, 20224 min read
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...
33 views0 comments


Joshua Henry
Apr 1, 20224 min read
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...
55 views0 comments

Joshua Henry
Mar 30, 20224 min read
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...
16 views0 comments


Joshua Henry
Mar 24, 20224 min read
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...
63 views0 comments

Joshua Henry
Mar 22, 20227 min read
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...
10 views0 comments


Joshua Henry
Mar 21, 20226 min read
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...
52 views0 comments
bottom of page