Insights, Advice & a Whole Lot More
Santa’s Last Stop
Every year, after Santa delivers presents to the good little boys and girls around the world, he swings by Wall Street and gives one last gift to investors. Typically, the stock market strongly rallies between December 25th and January 1st every year. PNC Financial Services’ chie
Nathan GilbertDec 27, 2016This Holiday Season, Think of Yourself First
No, I am not advocating behavior that is the opposite of the spirit of the season. But, I am suggesting that you think of yourself first when it comes to planning for your retirement. As a parent of three children, the urge to do whatever I can for their future is very powerful.
Nathan GilbertDec 20, 2016A Great Value
Shopping season is here—unless you are one of those super organized people who shop all year for Christmas and store up gifts in your hall closet, most of us spend December running around, looking for that special gift for those on our list, and hopefully finding a good deal as w
Nathan GilbertDec 13, 2016The Tortoise and the Hare
I am a saver at heart and like to have all my buckets “funded”; I make a special effort throughout the year to slowly build up my gift account. I have a separate bank account that I transfer money into every week, albeit, just a microscopic amount based on the amount of money I t
Nathan GilbertDec 6, 2016Be Still My Heart
For me, this past week filled with all sorts of major shock. I don’t think I have to explain the shocking election of reality TV star turned president. But we were shocked to watch the stock market fall 5% in overnight trading, only to rally during the day following the election…
Nathan GilbertNov 15, 2016Begin with the End in Mind
Hello everyone, this is Cindy Legg and I am excited to be part of Meridian Financial Partners! I look forward to sharing some thoughts with all of you for Meridian’s blog this week. Have you ever planned a large party or better yet, your own wedding? If you have, you probably sta
Nathan GilbertNov 8, 2016Halloween Candy
We live in a very large neighborhood that is packed with kids. So, as you can imagine, Halloween is a very big deal. We were warned in advance to stock up on way more candy than we thought we would need, because we would almost certainly run out. I did actually overestimate on th
Nathan GilbertNov 1, 2016Free Lunch
This past week, the fact that I pay in advance for the kids to be able to order lunch at school was discussed in our car one morning. Ben, my youngest son, said “You pay for those lunches? I thought they were free.” To which my sassy ten year old daughter replied, “Seriously? Nob
Nathan GilbertOct 25, 2016Backup Plan? What Backup Plan?
Our household relies a lot on family and friends when it comes to help with our children. From making sure they are where they need to be, to checking that they are in the right clothes for whatever themed “day” there is at school, there is a lot that goes into keeping things run
Nathan GilbertOct 18, 2016Election Direction
This year’s election stands as one of the most contentious with two of the most unpopular candidates in history. While the campaigning is certainly providing plenty of material for late night talk show hosts, Saturday Night Live, and cable news channels, the impact of the winning
Nathan GilbertOct 11, 2016The Value of Professional Help
Two weekends ago, the entire Meridian family headed out to Airlie in Warrenton, VA for our “second annual” picture session. The purpose was twofold; 1) to get updated pictures for our website and office, and 2) have some nice photos for our Christmas cards each year. As far as fa
Nathan GilbertOct 4, 2016Love, Love, Love
This is Meridian’s one year anniversary—Nathan and I are celebrating one wonderful year of serving our clients. As we look back and reflect on the crazy year, we are thankful and so happy to do what we love. We love to help our clients—we are happy to get up and work hard every d
Sarah YakelSep 27, 2016