Author: Nathan Gilbert

The markets have always been a predictor of what’s to come. Everything feels bad, looks bad, and the outlook seems pretty bad on many fronts for the rest of this year. The market, both on the stock and the bond side, agrees with that sentiment. Hence, the terrible performance for both stocks and bonds so […]

Just because you are eligible for Social Security benefits doesn’t mean you should start taking them right away. We often hear our clients ask about taking social security as soon as they are able, using reasoning such as:   “I don’t know how much longer I’ll be around.” – none of us do! Although,

Other than the very obvious and depressing headlines that Sarah Yakel deftly navigated in her last post, the next highest thing on investors’ minds is inflation and what to do about it. Like anything when it comes to investing, there is no perfect answer to how to invest in the face of inflation. According to

In many initial client meetings (and sometimes beyond the initial meeting), clients are often in search of a unicorn, an investment that provides a high rate of return without any risk. Most people won’t explicitly say that, although we do often laugh about one particular prospect that wanted to “only own the

As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS to actually accept your return and b) your tax forms to get prepared. Believe it […]

The passing of time during the pandemic has felt very weird at best. For me, it felt like 2020 moved at a snail’s pace and 2021 has been a bit of a blur. And, it’s caused me to forget exactly when certain events happened. Thank goodness for time stamps on the pictures on my phone! […]

You may have seen or heard that I bonds (AKA inflation bonds or series I savings bonds) are currently paying 7.12%. That is true, but as with most headlines these days, it’s important to read into the situation and dig a little deeper. Shameless plug: if you’d prefer a shorter video version of this blog, […]

If you are an investor in the markets, you are probably aware that the stock market can go up and down (news flash!). September lived up to its reputation of being a historically bad month for stocks, but many bond investors may also have been disappointed when they opened their recent statements. In most cases,

We recently helped a business owner who is nearing retirement unwind his company’s work plan. This can happen for several reasons, but it is usually because the business is closing or the plan itself is ending. Either way, it’s important for the participants to know their options and avoid some common pitfalls.