Insights, Advice & a Whole Lot More
Independence Day
The 4th of July is upon us, and it reminds me of birthdays…my husband’s birthday, my best friend’s birthday…oh and also America’s birthday. It’s a big party day for sure! 😊 Besides birthdays, the 4th of July reminds us of independence and is a celebration of freedom—both importa
Sarah YakelJul 2, 2019
Home Bias
A quick disclaimer: I am on vacation this week, but we have committed to a weekly blog, and I want to stick with that schedule. However, we didn’t commit to a LONG weekly blog, so I am mailing this one in a bit. Doesn’t that encourage you to read on? 😊 Home Bias in Investing […]
Nathan GilbertJun 25, 2019Halfway Point
It’s hard to believe but we are almost to the halfway point of 2019—to be exact, July 1st is the actual midpoint. And so far, it has been an interesting year in the market. Just a quick checkpoint/recap… Rebounding from fears of recession, the market shot up in January 2019, only
Sarah YakelJun 18, 2019A ROTH for Molly?
My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the somewhat more pleasant topic of retirement
Nathan GilbertJun 11, 2019Graduates
Congrats, Graduates!!! (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties. It is definitely the season of emancipat
Sarah YakelJun 4, 2019
National 529 Day
I have to admit, until my partner Sarah Yakel forwarded me an article on the topic, I had no idea that tomorrow (5/29!) is officially National 529 day. I suspect at this point, pretty much every date on the calendar represents ‘National Something Day,’ but it does give me some go
Nathan GilbertMay 28, 2019Happy Maycember!
Thanks to the Holderness family—social media stars among parents for their funny parodies (Christmas Jammies, anyone?)—the craziness of May now has a name: Maycember…because it is just as busy (if not busier) than December but without all the holiday lights: Holderness family…#tr
Sarah YakelMay 21, 2019
Be a Gangster Baby: Invest Without Fear
Last week, I had the unfortunate role of taking our youngest child (Molly) to get her immunization shots prior to starting kindergarten next year. If you are a parent, you know that this is one of the worst doctor’s appointments, because the kids are usually old enough to underst
Nathan GilbertMay 14, 2019Investing Lessons from Gold Cup
Photo by Tod Marks This weekend was the 94th running of the Virginia Gold Cup. Our Meridian family had a spot and enjoyed visiting with each other and friends. While Gold Cup is a little challenging when we bring our children (and it is unexpectedly a million degrees and full sun
Sarah YakelMay 7, 2019
Get What You Pay For
As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments in their retirement plans are “playing nicely” wi
Nathan GilbertApr 30, 2019Spring Break
Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In the first quarter of 2019, the US stock ma
Sarah YakelApr 23, 2019
The Benefits of Re-balancing (and having a friend with a great tractor)
Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in the two charts that
Nathan GilbertApr 16, 2019