Author: Nathan Gilbert

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” with the assets that we are handling

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 showed allocations to equities

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 […]

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. I think […]

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 surprised that many of their

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 while, […]

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 for the entire weekend. Central […]

…or, at least the best in a long time!   If you have school-aged children and live on the east coast, you (like me) have likely been scrambling to figure out child care and the litany of other school-cancellation issues. As a last resort, sometimes the only option is to bring the kids into work […]

Recently, a friend of mine passed along an article from a local news outlet (Fauquier Magazine) from March of 1991 that featured my grandfather on the cover. I had seen the magazine and the article before, but it was a nice reminder of my “G.P.” in his younger days. He was a successful local business […]