Insights, Advice & a Whole Lot More
Friendly 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, 2017When Should You Claim Social Security Benefits?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health outlook and longevity expectatio
Nathan GilbertJan 24, 2017Pick a Color
Click on image above to enlarge. You don’t have to be an investment management expert to see from the chart above that there is no investment type that consistently outperforms the others over time. If there were, we would all hold only that investment all of the time! Diversific
Nathan GilbertJan 17, 2017Resolutions from the Uber-Wealthy
Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be patient with our children…or some of us are still figuring out what our goals
Nathan GilbertJan 10, 20172016 is Not Over (For Some Types of Retirement Plan Contributions)
As the year turns over to 2017, it seems that the “internet” is happy to be saying goodbye to 2016. I am not completely sure the exact reason or reasons why, but the popular sentiment seems to be that 2016 was a “bad year.” I am certain many good things happened to many people, b
Nathan GilbertJan 3, 2017