Insights, Advice & a Whole Lot More
The Burro Beer Server
Tech Talks & Takeaways Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian
Nathan GilbertOct 3, 2017#Grateful
Today marks the second anniversary of Meridian Financial Partners. The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community. We manage over $150 million in assets. We have expanded our
Nathan GilbertSep 25, 2017The Birthday Season
All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all
Nathan GilbertSep 19, 2017
Gimme Credit
Understanding the Equifax Data Breach and Its Impact The Equifax data breach has been highly publicized since the news broke on September 7, 2107. In this huge breach, ranking in the top five of all time data thefts according to USA Today, the hackers stole personally identifiabl
Nathan GilbertSep 12, 2017
Happy T + 2 Day! (and Happy Birthday Molly!)
We celebrated our youngest daughter’s 3rd birthday over the weekend. It was a very nice gathering with friends and family. And the kids even went swimming which must have been pretty darn cold. Peppa Pig was the dominant theme, and Molly cutely identified each of the British-base
Nathan GilbertSep 5, 2017
Cone of Uncertainty
This week, we are enjoying the last of summer in Sandbridge, Virginia: For the last several years, we meet my family at the beach the last week of August, before Labor Day. During this “shoulder” week, rental prices drop substantially and the beach is much less crowded now that m
Nathan GilbertAug 29, 2017Keep on Eating?
Our youngest, Molly, has been on an eating binge unlike anything we have seen with our other two kids. We are all in amazement every time she sits down to eat a meal or even a snack. She is usually eating long after our other two are “too full” or “don’t want anymore!” Our Saturd
Nathan GilbertAug 22, 2017
The Problem of 5 + 2
I love a good accent. I love hearing clipped British notes, the slow Southern drawl, or my favorite—the lilting Irish brogue. Hence, the reason why my favorite economist is Dr. David Kelly from J.P. Morgan—he discusses the world economies with sly humor and a lovely Irish lilt. H
Nathan GilbertAug 15, 2017
No Fear
If you were born in the late 70’s or early 80’s, you might remember the No Fear “lifestyle” clothing brand that was very popular in the mid 90’s and early 00’s. Personally, I found the brand and the attitude that its wearers often embodied a bit off-putting. If you still wear any
Nathan GilbertAug 8, 2017Milestones
Yesterday, my son Ethan celebrated his 9th birthday. He was super excited for his cake and his gifts—most of all his new skateboard. To Ethan, 9 is a pretty important year—it is the last year in the single digits. He says he feels like he is really growing up… There are some mile
Nathan GilbertAug 1, 2017School of Rock & Earnings Season
For most of us with kids, summer presents the challenge of keeping our children occupied (hopefully constructively!) until school starts again. Camps are certainly a popular option as they take up big chunks of the summer and allow kids to explore activities outside of a typical
Nathan GilbertJul 25, 2017ROI to ROL
The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh! At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we want to help people truly understand their money and what i
Nathan GilbertJul 18, 2017