Author: Nathan Gilbert

TL;DR: more cute dog pics below 😊   Over our 20+ years in the industry, my partner Sarah Yakel and I have heard the refrain ‘I’ll get out of the market now and get back in when things look better’ countless times. In the least accusatory tone possible, that is almost never the right thing […]

Short answer: Likely your company plan. Feel free to stop reading now! 😊 If you are employed and covered by a 401k, 403b, 457b, TSP, or some other unnecessarily complicated number/letter combination (qualified plans), then you should maximize contributions to that plan prior to adding to your own IRA. Reasons: Ease

My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last year’s hiatus. I didn’t totally escape work and did have my laptop in tow (I avoided it as […]

As I mentioned in my recent Meridian Market Minute video post, headlines around inflation have started to appear as the next thing we should all be worried about. My colleague Sarah Irving also wrote a great blog around the topic back in early April. Since that time, the rate of inflation has gone from 2.6% […]

The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them:   File your taxes – the deadline has been extended from the traditional April 15th […]

Facing Financial Changes The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates: “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.” Yes, there are some changes (and maybe even strange ones)

Irrational investor behavior is nothing new, but as Sarah Yakel pointed out in her blog last week, the sheer volume of data (both good and bad) and wanna-be-stock analysts has increased dramatically in recent years. Some have made headlines touting huge short-term gains, but most “average” investors often get

Global stock markets keep going up and up. Some things have indeed improved since the dark days of March 2020. But other conditions have worsened. Yet, it almost seems no matter what the news is, investors remain bullish. Clearly the collective market wisdom is that the pandemic and our economic troubles will resolve

I hope you and yours had a wonderful holiday season and your new year is off to a great start. Despite not being able to see most family as usual, our young children made the season very exciting/exhausting as always! As our children get older, I have found that the number of Christmas gift wishes […]