Author: Nathan Gilbert

Both hard at work! Anyone with Santa-believing-aged children is likely familiar with Elf on the Shelf™. It’s yet another invention that I’m mad about not thinking of first! If you are not familiar, the elf is simply a small elfin-looking doll dressed in a Santa outfit. The short version is that the elf is

Recently, my wife’s grandmother (my grandmother-in-law?), affectionately known as Ging, celebrated her 94th birthday. While she has had some medical complications along her journey, her quality of life has mostly been very good if not excellent. She is certainly lucky to have a loving family to not only look after

News flash: Predicting when markets go up or down can be almost impossible. Some people can get it right some of the time, but no one can get it right all the time. We’ve shown plenty of evidence of this in many of our blog posts, but I reacquainted myself with an interesting chart that […]

As a parent and investment manager/planner, I want to teach my children good money habits. It can be relatively straightforward to teach them what to do, but actually setting up accounts for children, it can be difficult and confusing. Probably the most talked about account type is the Education Savings Account or 529

Recently, there have been record outflows from equity funds and record inflows into bond funds. This is likely due to the negative sentiment around the current market environment. As we continue to enjoy the longest bull market in history, many investors feel that it can’t last and are removing money from the

With over a month of school behind us, grades are starting to come in for Yakel kids—for the most part, it’s all good news.  Everyone’s doing ok for first quarter—except Melanie…she’s working on pulling up her C in PE!!   Apparently, the new PE teacher at school is a little more strict this year…no

As investment managers, we are constantly trying to walk the line between risk and return. And, more importantly, we are trying to find the right mix for our clients’ particular situation. Typically, the more risk you take, the more return you can expect over time. It’s a fairly simple concept, but it can be

This past Labor Day, my family and I experienced a very strong “micro-burst” (my wife claims tornado!) at our house. While it was far from a disaster, it did do quite bit of damage to many of our trees, small portions of our house, and it completely wiped out an old shed/spring house. It was […]

Lately, some of our clients have been asking us why their account is not performing as well as the S&P 500 so far this year. It’s certainly a valid question, but it misses the point of what it means to stay diversified. Certainly, investing SOME of your money in a low-cost index fund is a […]