Author

Nathan Gilbert

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

Disney Cruisin’ – Vacation Diversification

The week before Thanksgiving, my family and I were fortunate enough to go on a Disney Cruise from Port Canaveral (Florida) down to the Bahamas. For a family of our size and ages, we have found that it is close to a “perfect” vacation for all of us. I don’t know that there’s any o

Nathan GilbertNathan GilbertNov 29, 2017
Meridian Financial Partners

News Flash: Traveling With Kids is Hard

This past Thanksgiving week, my wife and I made the somewhat suspect decision to travel to the Gulf Coast of Florida and back (with a layover in Dallas) with our three children, ages 8, 6, and 3. While our time in Florida with family friends was a lot of fun, the travel part was

Nathan GilbertNathan GilbertNov 28, 2017
Financial Planning

The Annual Rotary Raffle

This past Saturday, my wife and I were fortunate enough to be guests at the annual Warrenton Rotary Raffle gala and dinner. It was my first time attending this type of event, and it was certainly a lot of fun. The purpose of the evening was to raise money for all of the wonderful

Nathan GilbertNathan GilbertNov 14, 2017
Investment Management

Deep in the Heart of Taxes

Sarah Yakel So, every relationship seems to have the fun one—the cool parent, the fun loving spouse, the crazy sister…and, as you may have already guessed, Nathan is the fun partner here. He posts about cool beer toting burros or cult shows like Stranger Things. I post about tax

Nathan GilbertNathan GilbertNov 7, 2017
Boy dressed as Eleven from Stranger Things for Halloween
Investment Management

Stranger Things

I am not sure how many of you are fans of the hit Netflix show, Stranger Things, but my wife and I are pretty much addicted. Before I go any further, this is NOT a spoiler post, as we have yet to watch season 2, which was released this past Friday. I am sure some […]

Nathan GilbertNathan GilbertOct 31, 2017
A chart showing financial hierarchy
Financial Planning

It’s All About the Dash

Last week, the ladies of Meridian all attended Leadercast Women, brought to Warrenton by LFCC Workforce Solutions. It was a powerful day of speakers and networking with other women in the community, and we all left with a lot to think about. One of the speakers was Dr. Bernice Ki

Nathan GilbertNathan GilbertOct 24, 2017
Investment Management

What the Heck is a Melt Up?

The new normal in our industry is media outlets and analysts alike coming up with the latest and greatest “term” that we should all be focusing on and worrying about. Lately, I have seen the term “melt up” used quite a bit, and it is somewhat obviously an oxymoron. I might argue

Nathan GilbertNathan GilbertOct 17, 2017
Money IQ

A Seinfeld Rally?

Most of us remember the 90’s sitcom Seinfeld—as one of Nathan’s and Sarah Irving’s favorite shows, it is often quoted here at Meridian. As for me, I am still afraid of licking cheap envelopes. Seinfeld also indelibly marked things like the Soup Nazi, Fesitvus, and yada yada yada

Nathan GilbertNathan GilbertOct 10, 2017
Nathan taking a selfie with a small donkey
Financial Planning

The Burro Beer Server

Tech Talks & Takeaways Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian

Nathan GilbertNathan GilbertOct 3, 2017
Financial Planning

#Grateful

Today marks the second anniversary of Meridian Financial Partners. The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community. We manage over $150 million in assets. We have expanded our

Nathan GilbertNathan GilbertSep 25, 2017
Financial Planning

The Birthday Season

All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all

Nathan GilbertNathan GilbertSep 19, 2017
Equifax Data Breach
Meridian Financial Partners

Gimme Credit

Understanding the Equifax Data Breach and Its Impact The Equifax data breach has been highly publicized since the news broke on September 7, 2107. In this huge breach, ranking in the top five of all time data thefts according to USA Today, the hackers stole personally identifiabl

Nathan GilbertNathan GilbertSep 12, 2017