Insights, Advice & a Whole Lot More
DO Something
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 Da
Nathan GilbertMar 17, 2020
The Give and Take of Risk and Return
With everything going on in the world and the markets right now, the word “risk” has seemed to take center stage. But it got me thinking, isn’t some level of risk always there? So I thought it timely to get back to the basics and revisit what risk means as an investor, how it cor
Sarah YakelMar 10, 2020
Non-Coronavirus Commentary
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,
Nathan GilbertMar 3, 2020Coronavirus – Part 2
While we’ve already written on coronavirus a few weeks ago, it seems the virus is still not contained and is wreaking havoc across the globe—and in financial markets as well with the S&P 500 falling by over 3% today. Through February 2020, nearly 25,000 cases of coronavirus have
Sarah YakelFeb 24, 2020Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the
Sarah IrvingFeb 18, 2020Raise Your Performance
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 nos
Nathan GilbertFeb 11, 2020
Borrow or Use Cash?
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
Nathan GilbertFeb 4, 2020
Can the Market Shake the Flu?
This week, Nathan and I are attending one of our favorite conferences Inside ETFs—the conference is filled with all kinds of exciting sessions such as “The Non-transparent ETF Revolution and the Inevitable Adoption” and “Beyond the FAANGs: Understanding Technology Subsectors”—it’
Sarah YakelJan 28, 2020
A Positive Influence
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
Nathan GilbertJan 21, 2020A Picture is Worth A Thousand Words
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 infograp
Nathan GilbertJan 14, 2020
SECURE?
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 las
Nathan GilbertJan 7, 2020
Twixtmas
The week between Christmas and the New Year is a little disorienting—internet memes abound: 2019 Recap & 2020 Preview On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019 has been for investors… Pretty fantast
Sarah YakelDec 31, 2019