Author: Nathan Gilbert

I write this blog post from Las Vegas—we are here for a few days to celebrate my husband’s birthday.  As a financial planner, I am not a huge gambler.  My normal life is filled with assessing odds, the lurking risks and potential rewards, so it is hard to ignore the fact that Vegas has horrible […]

This past Sunday, I was fortunate enough to chair and participate in the Prince William March for Babies. Obviously, supporting at-risk moms, premature births, and prenatal and postpartum care are incredible and worthy causes. March of Dimes helps to fund research on all of these fronts, and has already helped by

Our community’s biggest day of giving is rapidly approaching—Give Local Piedmont is one week from today on May 2, 2017.  Last year, this 24 hour giving contest raised over $879,000 for over 60 local charities.  At Meridian, we love this day as the generous spirit of our community is seen so clearly and so many

As a proud member of the 2017 Class of Leadership Fauquier, I have been afforded the opportunity to learn about many aspects of our wonderful community. One day each month for about one year, we spend a day out in the community hearing from different members/experts in various areas. Most recently, we attended

Procrastinators rejoice!  Even though April 18—due date of taxes this year—is next week, it is not too late for a few smart moves to save on taxes for 2016. Make an IRA contribution.  Contributions to an Individual Retirement Account (IRA) are deductible and can be made all the way up to the tax filing deadline

In a market environment like the one we are in right now, most investors have experienced some very nice gains in the US stock portion (and other areas) of their portfolios. For many, human nature causes us to ask the somewhat obvious question of “should I sell now?” It’s an easy question to ask, but […]

I’ve been having a lot of conversations recently about budgeting—not because our clients are awful at it, but because it is helpful to get a handle on how much things cost every month when we are working on planning.  For those starting out, it is helpful to know how much those nebulous categories of groceries,

As we enter the 8th (!) year of a bull market for the S&P 500, it is days like today (Tuesday, March 21st) that remind us that markets can still go down. While I will not claim to know exactly when the current bull market will end, I do know that it will end at […]

We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season.  Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it has been funny to hear the hysteria in the forecasts—originally, the National Weather Service had