Nathan Gilbert
Fall Fun
While summer still lingers this week with the warm and humid weather, glimmers of beautiful Virginia fall are peeking through. And our family loves the fall—the kids clamor to go apple picking, grab pumpkins and mums to decorate the yard, and jump on the Spooky Bus at Meadow Farm
Nathan GilbertOct 9, 20183 Years @ Meridian
It’s hard to believe, but we celebrated our 3rd anniversary at Meridian Financial Partners on September 25th. As we mentioned at our annual client appreciation event at Airlie, we are now helping over 265 families. Three years isn’t a long time in the investment world, and in fac
Nathan GilbertOct 2, 2018A Better Experience
Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]
Nathan GilbertSep 18, 2018Pay Attention to Your Bond Holdings
There has been a lot of talk about a corporate bond “bubble” in the investment world recently. This can be particularly concerning for more conservative investors, who often assume that bonds represent the safe haven in their portfolios. While we don’t see large amounts of eviden
Nathan GilbertSep 4, 2018Does Your Advisor Have Your Back?
Unfortunately for Wells Fargo, the company (specifically Wells Fargo Advisors) was in the news for all the wrong reasons again today. And, before I go any further, let me say that I have friends and colleagues that work at Wells Fargo and are great people! As with many things in
Nathan GilbertAug 21, 2018
Your Social Security Statement is Not in the Mail
Set Up Your SSA Account As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits o
Nathan GilbertAug 7, 2018Got $11,180,000?
Believe it or not, that’s how much you can die with before having to worry about federal estate taxes. And, if you’re married, you and your spouse can double that to $22,360,000. So, why would anyone worry about doing any estate planning or creating a trust if there is no tax ben
Nathan GilbertJul 24, 2018Hello Robo?
High on the list for “Most Annoying Things in Life” for many people is robocalls. They come in several forms, and while all of them are annoying, a few can be downright dangerous. Often, the calls are a solicitation of some kind, but sometimes an actual person is “voice phishing”
Nathan GilbertJul 10, 2018
The Starry Night
Weekend in NYC with the Kids My family and I recently spent a weekend in New York City, and we packed a lot into a very short period of time. A boat ride around the Statue of Liberty, the Museum of Modern Art, Frozen the Musical, a “bubble” show, Gulliver’s Gate, delicious lunche
Nathan GilbertJun 26, 2018
Rock the Red
Yesterday, Washington D.C. hosted its first major pro-sports team championship parade in 26 years. Not since the Redskins won the Super Bowl in 1992 have Washington fans been able to celebrate their team reaching the pinnacle of their sport. As a lifelong fan of the Capitals (and
Nathan GilbertJun 13, 2018
Reunited and It Feels So Good (and so does saving for college)
Since Sarah called me out on song references in her last post, I thought I would stick with the theme. I could remember the name of the song “Reunited,” but I couldn’t remember the artists. In my defense, the song was released in 1978, and I was only one-year old. Google quickly
Nathan GilbertMay 29, 2018
Ch-ch-ch-ch-Changes
“Turn and face the strange. Ch-ch-changes.” It’s hard to say exactly to what David Bowie was referring in his song Changes. Not surprisingly, I am going to use some of this great song’s lyrics and try to tie it back to the markets. As I have said in a previous post, you’re welcom
Nathan GilbertMay 16, 2018