Insights, Advice & a Whole Lot More
Dear 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, 2018Be Prepared
As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years. News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane
Sarah YakelAug 28, 2018Does Your Advisor Have Your Back?
Unfortunately for Wells Fargo, the company (specifically Wells Fargo Advisors) was in the news for all the wrong reasons again today. And, before I go any further, let me say that I have friends and colleagues that work at Wells Fargo and are great people! As with many things in
Nathan GilbertAug 21, 2018Kids these days…
I write this post from Williamsburg as I deliver my three kids to my parents to stay this coming week—the annual parent-free visit with grandparents! My kids look forward to this week all summer…I am not sure my parents share the same enthusiasm… On the trip down, Melanie and I h
Sarah YakelAug 14, 2018
Your Social Security Statement is Not in the Mail
Set Up Your SSA Account As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits o
Nathan GilbertAug 7, 2018