Author: Nathan Gilbert

Bonds Are Boring (but effective) For most of the five years that our firm has been in existence, many of our clients asked why they own any bonds at all. It is human nature to want to invest in things that are going up all of the time, and for the most part, that’s exactly […]

It’s difficult for us in the investment community to avoid the topic/question of market recovery and when it will occur. Regardless of how you view the current situation surrounding the pandemic, recovery will occur at some point. Those with a more pessimistic outlook believe that it will take longer than those with

Simple Actions in Uncertain Times In times like these, it feels like you should do SOMETHING drastic. Hoard toilet paper, hand sanitizer, water and other perceived “doomsday” goods. In reality, it’s the small things that we can all do to help each other and ourselves. From The Daily Dose by Timothy McGeeney: Do

If only to avoid further commentary on “that virus” and its effect on the markets, we wanted to address another common question that has been coming up lately; “What happens to the stock market in election years?” Since it is Super Tuesday here in Virginia and many other states, it seems appropriate. We

This week marks the end of a very fun, very tiring, and very rewarding basketball season as coach of the Fresta Valley middle school girls basketball team.  I’ve spent the past few evenings writing notes to each of my players, which has made me think back on the season and wax nostalgic. For those of […]

Thank you to one of our loyal readers for the suggestion of this topic! It’s a good question and one we get a lot from people, especially those nearing or in retirement. And, it usually involves whether or not to pay off the mortgage on a primary residence (or use saved money to buy outright […]

Last week, my son was fortunate enough to get to practice with two Washington Capitals hockey players at the Capitals’ practice facility in Arlington. The entire Piedmont Predators under 10 group was able to participate, and I think it’s safe to say they all had a great time (and were a little starstruck!). As a

So, let’s count this blog post as 3,000 words long since I have three great pictures… We are busy with writing our client letter and assembling our quarterly economic review, instead of a lengthy blog post this week, we wanted to share three really interesting charts and infographics from VisualCapitalist.com. The

The Setting Every Community Up for Retirement Enhancement act (SECURE act) has been receiving a lot of press lately, and deservedly so. The act does make some significant changes to the rules around IRA contributions and distributions, and the House and Senate waited till the last minute to pass the act. On a slightly