Nathan Gilbert
Moving Targets
The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them: File your taxes – the deadline has been extended from the traditional Apri
Nathan GilbertApr 27, 2021
Ch-Ch-Ch-Ch Changes (to tax rates)
Facing Financial Changes The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates: “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.” Yes, there are some changes (an
Nathan GilbertMar 30, 2021
Risk On
Irrational investor behavior is nothing new, but as Sarah Yakel pointed out in her blog last week, the sheer volume of data (both good and bad) and wanna-be-stock analysts has increased dramatically in recent years. Some have made headlines touting huge short-term gains, but most
Nathan GilbertMar 2, 2021
How Is the Stock Market Still Going Up?
Global stock markets keep going up and up. Some things have indeed improved since the dark days of March 2020. But other conditions have worsened. Yet, it almost seems no matter what the news is, investors remain bullish. Clearly the collective market wisdom is that the pandemic
Nathan GilbertFeb 2, 2021
Happy New Year! (And when do we stop saying that?)
I hope you and yours had a wonderful holiday season and your new year is off to a great start. Despite not being able to see most family as usual, our young children made the season very exciting/exhausting as always! As our children get older, I have found that the number of Chr
Nathan GilbertJan 5, 2021
Do I Even Need a Trust?
We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning options are available to our clients. “Do I even need a trust?” is probably the […
Nathan GilbertDec 8, 2020
What’s In A Sector?
For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis
Nathan GilbertNov 17, 2020
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why
Nathan GilbertOct 27, 2020
Serenity Now, Insanity Later?
I realize this blog title could pertain to a lot of things going on in our world right now. In fact, it probably could be reversed to, ‘Insanity Now, Serenity Later’. At least, I certainly hope there’s some serenity later for all of our sakes! In this case, I am referring to inco
Nathan GilbertOct 6, 2020
Investing Can Pay Dividends
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders di
Nathan GilbertSep 8, 2020
Name Your Beneficiaries
I know I have touched on this topic before, but we have come across a couple of cases recently where clients have failed to name beneficiaries on their IRAs, or they have named their estate as the beneficiary. Both situations can create problems, and in some cases, less options f
Nathan GilbertAug 18, 2020
Headed Up the Mountain
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]
Nathan GilbertJul 28, 2020