Author: Nathan Gilbert

I had the brilliant idea to take my two oldest kids (6 and 4) to the Nationals game this past Sunday. I use the term ‘brilliant’ sarcastically as things didn’t go all that well. More time was spent in front of the cooling mist fan behind right field than in our actual seats. And, no […]

This past week, we went school supply shopping.  Nevermind that my kids don’t actually go back to school until September 6th, and we are still happily enjoying the hazy, hot, humid days of our Virginia summer.  But, last year, we waited until the last week of August to start gearing up for school, and we […]

I think I can speak for all of us when I say that I’m tired of hearing about Brexit; and reading and writing about it! But, as a founder of an investment firm and an avid golf fan, I couldn’t help but notice the effect that Brexit had on The Champion Golfer of the Year, […]

As Nathan wrote about a couple of months ago, in April 2016, the Department of Labor (DOL) passed regulations in requiring all financial advisors to act as fiduciaries in dealing with client retirement plans.  This rule was aimed squarely at the brokerage industry which had been operating under the “suitability”

Apparently, for me and my wife, this week is the unexpected car-repairs week. As I write part of this blog, I am sitting in a service area waiting for my car, while my wife’s car is also in the shop. I guess it is sometimes true that when it rains, it pours. I think the […]

Last week, Britain voted to leave the European Union, rebelling against unfair taxation and arbitrary laws from policymakers across the sea.  This historic move was labeled “Brexit” by the media. Ironically, this past July 4th weekend we celebrate the United States declaring independence, rebelling against unfair

Our family vacations for a week at Bethany Beach every year. It’s a tradition that my wife enjoyed during her childhood and one we are continuing for our own children. As I write this, we are experiencing our one (and inevitable) rainy day and discussing what we are going to do with ourselves. It usually […]

This past week, I was blessed to be able to spend some time at the beach with my kids. It always amazes me to stand with my feet in the surf and look out across the vast ocean. Such infinite possibilities, but so very scary to traverse. Ever since I read The Wave about giant […]

During a recent discussion with a client (and friend), we were reviewing some suggested portfolio changes. After going over the recommended changes and asking some questions, he agreed with our thought process* and used what I thought was a perfect phrase to sum things up: “So, this is kind of like weeding and