Jake Blumenthal is a Portfolio & Trading Analyst with The Strategic Wealth Group at Meridian Wealth Management, LLC. He supports our clients by ensuring efficient trading workflows and delivering thoughtful portfolio analysis. Jake brings a detail-oriented approach and a passion for helping clients stay on track toward their financial goals.
Jake Blumenthal is an independent Investment Advisor Representative and Portfolio Analyst with Meridian Wealth Management, LLC that provides the Strategic Wealth Group at Meridian Wealth Management, LLC with investment research and analysis.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
