Author: Nathan Gilbert

Unlike Nathan’s children that had to start school this week, our kids don’t go back until after Labor Day. –The Gilbert kids not at the beach So, to squeeze the last bit of summer fun in, we are spending some of our last few days of freedom at the beach. –The Yakel kids at the […]

If you follow the financial headlines even a little bit, it would be hard to miss all of the recent attention focused on the yield curve. Why? Mainly because an inversion in parts of the yield curve have been predictors of the last 5 recessions.   What is the yield curve anyway? The yield curve […]

Yesterday gave us another unfriendly reminder that stocks can be volatile. Investors continue to focus on the US-China trade war, which escalated even further on Monday. As a result, the S&P 500 lost about 3% of its value. That’s the largest one-day point drop since December of last year. SELL! SELL! SELL?

As you are probably already aware, stocks have had a strong rally since a very difficult end to 2018. Not surprisingly, this spooked a lot of retail investors (the average investor) and equity (stocks) fund outflows have been sharply negative since the beginning of the year. And, fixed income (bonds) fund inflows have

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 and wake-up calls. But, she IS pretty

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 […]

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 savings. As most of us know, “start

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 good fodder for a blog […]

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 understand what’s going on. And, while you