Nathan Gilbert
Dog Days of Summer
Recently for our family, the dog days term is quite literal. After minimal consultation with yours truly, our family entered the world of dog ownership. We welcomed little Daisy to our world this past Saturday. She is a French Bulldog and has already created some unwanted stains
Nathan GilbertJul 9, 2019
Home Bias
A quick disclaimer: I am on vacation this week, but we have committed to a weekly blog, and I want to stick with that schedule. However, we didn’t commit to a LONG weekly blog, so I am mailing this one in a bit. Doesn’t that encourage you to read on? 😊 Home Bias in Investing […]
Nathan GilbertJun 25, 2019A ROTH for Molly?
My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the somewhat more pleasant topic of retirement
Nathan GilbertJun 11, 2019
National 529 Day
I have to admit, until my partner Sarah Yakel forwarded me an article on the topic, I had no idea that tomorrow (5/29!) is officially National 529 day. I suspect at this point, pretty much every date on the calendar represents ‘National Something Day,’ but it does give me some go
Nathan GilbertMay 28, 2019
Be a Gangster Baby: Invest Without Fear
Last week, I had the unfortunate role of taking our youngest child (Molly) to get her immunization shots prior to starting kindergarten next year. If you are a parent, you know that this is one of the worst doctor’s appointments, because the kids are usually old enough to underst
Nathan GilbertMay 14, 2019
Get What You Pay For
As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments in their retirement plans are “playing nicely” wi
Nathan GilbertApr 30, 2019
The Benefits of Re-balancing (and having a friend with a great tractor)
Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in the two charts that
Nathan GilbertApr 16, 2019
Can You Dodge the Tax Axe?
I may be creeping into CPA-land here, but we are getting a lot of questions from our clients about what they can (or can’t) do to reduce their tax bill. All of us are still digesting the new Tax Cuts and Jobs Act, and for some it has caused an unexpected bill or a lower […]
Nathan GilbertApr 2, 2019
Another March Madness Article!
Okay – I am going for the low-hanging fruit here and using March Madness as a tie in for this week’s blog. Yes, it might be a bit lazy, but there are some good comparisons to be drawn between filling out your bracket (assuming you do such a thing) and investment decision making.
Nathan GilbertMar 19, 2019Doing Well by Doing Good
At Meridian, we are starting to hear from our clients and friends about how the 2018 Tax Cuts and Jobs Act is actually impacting their returns. For the most part, we’ve not heard a lot of favorable news. For some, refunds have been slightly improved, but many folks were sharply s
Nathan GilbertMar 12, 2019
Ugh, Snow Days AND Tax Season
As mentioned in a previous post, snow days continue to upend the best laid plans for getting any work done for parents. Most recently, it was my wife’s turn to shoulder the load, and she took our kids to her office. Like many things with 3 children under 10, it was fun for a whil
Nathan GilbertMar 5, 2019A President’s Retreat
A few weeks ago, my brother and two buddies took a short camping trip to the Shenandoah National Park. While it was very cold for the first night in our wood-stove-heated cabin, we were treated to some beautiful views of the Rapidan River and had the hiking trails to ourselves fo
Nathan GilbertFeb 19, 2019