Insights, Advice & a Whole Lot More
Gratitudes
With Thanksgiving upon us, we are struck by how much we have to be thankful for at Meridian. From the wonderful team that supports us to our families’ gracious encouragement, we have many blessings to count. But without our wonderful clients, Meridian would not exist, and so we w
Nathan GilbertNov 20, 2018
You’ve Gotta Know When to Hold ’em
As someone who likes to think of himself as a “prudent investment manager,” I always cringe a little when someone compares investing to gambling. While there is certainly inherent risk in any type of market-related investment, there are tried-and-true strategies that will yield p
Nathan GilbertNov 13, 2018
Voting and Weighing
Today is Election Day—when all Americans are able to exercise their constitutional right to vote. While the conversation over the election process and our political system may continue for a long time, today is the day for the general population to cast their vote and express the
Nathan GilbertNov 6, 2018Volatility is Not Enjoyable
Volatility continues for the markets, and although there is a very slight recovery as I write this (has that changed again already??), there doesn’t seem to be any consistency in sight. The majority of the prognosticators in the press and market commentaries are not predicting a
Nathan GilbertOct 30, 2018Dear Mega Millions Winner
Dear Mega Millions Winner Congratulations, _____________! With one quick trip to 7-11 you’ve complicated your life forever. Welcome to the rest of your life being asked for money! Or worse: “Bud Post lost $16.2 million within a nightmarish year – his own brother put a hit out on
Nathan GilbertOct 23, 2018
Go Global, Young Grasshopper
Yes, I have bastardized a quote from Mr. Miyagi (from The Karate Kid movie) as the title for this post. For some reason, the idea of staying disciplined with your investment strategy reminded me of the discipline Mr. Miyagi preaches to “Daniel-san” in the movie. Many of his quote
Nathan GilbertOct 16, 2018Fall Fun
While summer still lingers this week with the warm and humid weather, glimmers of beautiful Virginia fall are peeking through. And our family loves the fall—the kids clamor to go apple picking, grab pumpkins and mums to decorate the yard, and jump on the Spooky Bus at Meadow Farm
Nathan GilbertOct 9, 20183 Years @ Meridian
It’s hard to believe, but we celebrated our 3rd anniversary at Meridian Financial Partners on September 25th. As we mentioned at our annual client appreciation event at Airlie, we are now helping over 265 families. Three years isn’t a long time in the investment world, and in fac
Nathan GilbertOct 2, 2018Say Cheese
Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo. Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, An
Sarah YakelSep 25, 2018A Better Experience
Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]
Nathan GilbertSep 18, 2018
Help! (I Need Somebody…)
This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included. So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am
Sarah YakelSep 11, 2018Pay Attention to Your Bond Holdings
There has been a lot of talk about a corporate bond “bubble” in the investment world recently. This can be particularly concerning for more conservative investors, who often assume that bonds represent the safe haven in their portfolios. While we don’t see large amounts of eviden
Nathan GilbertSep 4, 2018