Author

Nathan Gilbert

Nathan Gilbert is a Partner at Meridian Financial Partners. He writes about markets, retirement planning, and financial strategies for the blog.
Financial Planning

Best January Ever

…or, at least the best in a long time! If you have school-aged children and live on the east coast, you (like me) have likely been scrambling to figure out child care and the litany of other school-cancellation issues. As a last resort, sometimes the only option is to bring the k

Nathan GilbertNathan GilbertFeb 5, 2019
Old magazine featuring Bud Ross in 1991
Financial Planning

The Good Ole Days

Recently, a friend of mine passed along an article from a local news outlet (Fauquier Magazine) from March of 1991 that featured my grandfather on the cover. I had seen the magazine and the article before, but it was a nice reminder of my “G.P.” in his younger days. He was a succ

Nathan GilbertNathan GilbertJan 22, 2019
A kid wearing a full gear covered in mud
Financial Planning

Covered in Mud

Happy New Year to you and your loved ones! I was waiting for the markets to have an uptick before posting our first blog of 2019 😊. Here’s hoping the markets stay that way this year (or till I finish writing this at least!). My family’s Christmas and New Year’s events were a lot

Nathan GilbertNathan GilbertJan 8, 2019
Financial Planning

BREAKING: SHOCKING HEADLINE MAKES PEOPLE CLICK ON ARTICLE!

PARENTS FORCE 4-YEAR-OLD TO WEAR GAS MASK Molly and her “gas mask” Actually, little Molly is wearing a nebulizer to ease some stubborn congestion. But, you have to admit the initial headline is a little more intriguing (and misleading). It’s no secret that news outlets (no matter

Nathan GilbertNathan GilbertDec 11, 2018
Financial Planning

Starting Lineup

Yesterday was my first official coaching role for my daughter’s middle school basketball team—we were playing the first game ever in the brand new gym, so it seemed like pretty high stakes (who wants to christen the gym with the first loss??). Assistant Coach Pell and Me Thankful

Nathan GilbertNathan GilbertDec 4, 2018
Investment Management

A Slippery Slope

A actual slippery slope – November 15th – Mountain Rd. in Haymarket, VA Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do th

Nathan GilbertNathan GilbertNov 27, 2018
Financial Planning

Gratitudes

With Thanksgiving upon us, we are struck by how much we have to be thankful for at Meridian. From the wonderful team that supports us to our families’ gracious encouragement, we have many blessings to count. But without our wonderful clients, Meridian would not exist, and so we w

Nathan GilbertNathan GilbertNov 20, 2018
Computing taxes
Financial Planning

You’ve Gotta Know When to Hold ’em

As someone who likes to think of himself as a “prudent investment manager,” I always cringe a little when someone compares investing to gambling. While there is certainly inherent risk in any type of market-related investment, there are tried-and-true strategies that will yield p

Nathan GilbertNathan GilbertNov 13, 2018
A man driving a Tesla car
Financial Planning

Voting and Weighing

Today is Election Day—when all Americans are able to exercise their constitutional right to vote. While the conversation over the election process and our political system may continue for a long time, today is the day for the general population to cast their vote and express the

Nathan GilbertNathan GilbertNov 6, 2018
Financial Planning

Volatility is Not Enjoyable

Volatility continues for the markets, and although there is a very slight recovery as I write this (has that changed again already??), there doesn’t seem to be any consistency in sight. The majority of the prognosticators in the press and market commentaries are not predicting a

Nathan GilbertNathan GilbertOct 30, 2018
Financial Planning

Dear Mega Millions Winner

Dear Mega Millions Winner Congratulations, _____________! With one quick trip to 7-11 you’ve complicated your life forever. Welcome to the rest of your life being asked for money! Or worse: “Bud Post lost $16.2 million within a nightmarish year – his own brother put a hit out on

Nathan GilbertNathan GilbertOct 23, 2018
A boy in an ice skating uniform
Financial Planning

Go Global, Young Grasshopper

Yes, I have bastardized a quote from Mr. Miyagi (from The Karate Kid movie) as the title for this post. For some reason, the idea of staying disciplined with your investment strategy reminded me of the discipline Mr. Miyagi preaches to “Daniel-san” in the movie. Many of his quote

Nathan GilbertNathan GilbertOct 16, 2018