Insights, Advice & a Whole Lot More
Project Lifesaver
As a proud member of the 2017 Class of Leadership Fauquier, I have been afforded the opportunity to learn about many aspects of our wonderful community. One day each month for about one year, we spend a day out in the community hearing from different members/experts in various ar
Nathan GilbertApr 18, 2017Last Minute Tax Ideas
Procrastinators rejoice! Even though April 18—due date of taxes this year—is next week, it is not too late for a few smart moves to save on taxes for 2016. Make an IRA contribution. Contributions to an Individual Retirement Account (IRA) are deductible and can be made all the way
Nathan GilbertApr 11, 2017Is now the time to take my gains “off the table?”
In a market environment like the one we are in right now, most investors have experienced some very nice gains in the US stock portion (and other areas) of their portfolios. For many, human nature causes us to ask the somewhat obvious question of “should I sell now?” It’s an easy
Nathan GilbertApr 4, 2017
How to Track and Plan Your Expenses
I’ve been having a lot of conversations recently about budgeting—not because our clients are awful at it, but because it is helpful to get a handle on how much things cost every month when we are working on planning. For those starting out, it is helpful to know how much those ne
Nathan GilbertMar 28, 2017Friendly Reminder: The markets do go down
As we enter the 8th (!) year of a bull market for the S&P 500, it is days like today (Tuesday, March 21st) that remind us that markets can still go down. While I will not claim to know exactly when the current bull market will end, I do know that it will end at […]
Nathan GilbertMar 22, 2017Snow Day
We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season. Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it has been funny to hear the hysteria in the forecasts—originally, t
Nathan GilbertMar 14, 2017Driving Too Fast Down a Snowy Mountain
On the way back to the airport from our recent ski trip, we encountered somewhat unexpected snow on the way down the mountain to the “valley.” That is if you count being one mile above sea-level a valley. My father-in-law was driving a recently purchased Suburban, and doing it qu
Nathan GilbertMar 7, 2017When Doves Cry
2016 was a tough year for celebrity deaths—between Carrie Fisher, David Bowie, Florence Henderson, and Muhammed Ali, it seemed we lost an icon monthly. One death that shook the music world was Prince in April 2016, and settling his estate has been a case study for the importance
Nathan GilbertFeb 28, 2017Risky Business
As my family and I enjoy a ski trip over President’s Day weekend, risk is frequently on my mind. As an overly-paranoid father, skiing with your young son can be quite stressful, and while I cannot eliminate all risk of injury, there are some precautions that can be taken. The fir
Nathan GilbertFeb 21, 2017The Perfect Match
Today is Valentine’s Day—the day we celebrate love and the pursuit of living happily ever after in a loving, long-term relationship. However, it is tough to find THE ONE—often you have to kiss a lot of frogs to finally meet the perfect match. In a weird way, finding your financia
Nathan GilbertFeb 14, 2017I heart Tom Brady (even as a Redskins fan)
If you are one of the 111 million people that watched the Super Bowl on Sunday night, you were treated to one of the best comebacks of all time (if not the best). Whether you love or hate the Patriots, Bill Belichik , and/or Tom Brady, you can’t help but admire their accomplishme
Nathan GilbertFeb 7, 2017Reflections
I just returned from an annual investment conference in Florida—it is one of my favorite to attend, not only because it is oceanside in Florida in January, but also because of the great content and cutting edge investment strategies that are discussed. This year was no exception—
Nathan GilbertJan 31, 2017