Meredith Wealth Planning

Meredith Monthly Memos

Monthly market updates and commentary, exclusively for our clients.

Latest memo
November 3, 2026

Worry Begets Worry

Worried about AI, inflation, or your kids’ future? Why worrying tricks your brain, plus Sam Altman’s AI warnings and the Navier-Stokes claim.

Read the latest memo →
worry-begets-worry

Past memos

October 2, 2026
October 2, 2026
Bonds Are "Real" Interesting
Bonds have had a rough five years, but real yields are now at multi-decade highs. Why diversification works even when it hurts.
Read →
bonds-are-real-interesting
September 1, 2026
September 1, 2026
Why Small Cap Value?
Why our portfolios hold small cap value, and how size, price, and profitability have paid off around the world.
Read →
september-2026
August 1, 2026
August 1, 2026
Do You Have Enough?
Why “do I have enough?” matters more than keeping up with others, and what the withdrawal data shows.
Read →
august-2026
July 1, 2026
July 1, 2026
The Not So Magnificent 7?
The Mag 7 stumble while diversified portfolios pull ahead, plus AI-driven price hikes and the crypto bear market.
Read →
july-2026
June 1, 2026
June 1, 2026
The SpaceX IPO
Why SpaceX’s IPO valuation and the index providers’ rule changes give us pause.
Read →
june-2026
May 1, 2026
May 1, 2026
Is The World Becoming A Casino?
Buffett on gambling, the rise of prediction markets, and why investing shouldn’t feel like a casino.
Read →
may-2026
April 1, 2026
April 1, 2026
Resetting Expectations
After an unusually smooth run for stocks, why patience, not miracles, is what a plan needs.
Read →
april-2026
March 1, 2026
March 1, 2026
Does News Matter?
Global turmoil, efficient markets, and why more news won’t build a better portfolio.
Read →
march-2026

New memos are posted in the first week of each month.