Insights, Advice & a Whole Lot More
Henrik Stenson Doesn’t Like Brexit Either
I think I can speak for all of us when I say that I’m tired of hearing about Brexit; and reading and writing about it! But, as a founder of an investment firm and an avid golf fan, I couldn’t help but notice the effect that Brexit had on The Champion Golfer of the Year, […]
Nathan GilbertJul 26, 2016Butchers and Brokers
As Nathan wrote about a couple of months ago, in April 2016, the Department of Labor (DOL) passed regulations in requiring all financial advisors to act as fiduciaries in dealing with client retirement plans. This rule was aimed squarely at the brokerage industry which had been o
Nathan GilbertJul 20, 2016Expect the Unexpected
Apparently, for me and my wife, this week is the unexpected car-repairs week. As I write part of this blog, I am sitting in a service area waiting for my car, while my wife’s car is also in the shop. I guess it is sometimes true that when it rains, it pours. I think the […]
Nathan GilbertJul 12, 2016The Second Brexit
Last week, Britain voted to leave the European Union, rebelling against unfair taxation and arbitrary laws from policymakers across the sea. This historic move was labeled “Brexit” by the media. Ironically, this past July 4th weekend we celebrate the United States declaring indep
Nathan GilbertJul 5, 2016Raw Oysters – Worth the Risk
Our family vacations for a week at Bethany Beach every year. It’s a tradition that my wife enjoyed during her childhood and one we are continuing for our own children. As I write this, we are experiencing our one (and inevitable) rainy day and discussing what we are going to do w
Nathan GilbertJun 28, 2016Navigating with Meridian(s)
This past week, I was blessed to be able to spend some time at the beach with my kids. It always amazes me to stand with my feet in the surf and look out across the vast ocean. Such infinite possibilities, but so very scary to traverse. Ever since I read The Wave about giant […]
Nathan GilbertJun 21, 2016Weed & Feed
During a recent discussion with a client (and friend), we were reviewing some suggested portfolio changes. After going over the recommended changes and asking some questions, he agreed with our thought process* and used what I thought was a perfect phrase to sum things up: “So, t
Nathan GilbertJun 14, 2016Glass Half Empty
Last Friday, I went to Yahoo Finance to check how the markets had done for the day and the main headline caught my eye—it read “JP Morgan: Recession risk has never been higher”. This seemed odd to me since I had just returned from a JP Morgan analyst conference last week, and the
Nathan GilbertJun 7, 2016Memorial Day (not Veteran’s Day)
For longer than I am willing to admit, I did not know the exact difference between Memorial Day and Veteran’s Day. Maybe I am stating the obvious to most of you, but Memorial Day is designated to remember the 1.2 million + people that have died fighting for our country. That’s a
Nathan GilbertMay 31, 2016The Certain Things in Life
As Ben Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And, with Congress continually tinkering with the tax code, even that is less certain than the one inevitable fact of our own mortality. We don’t mean to get depressing or bl
Nathan GilbertMay 24, 2016Spread the Good News
Lately, it seems like only bad news travels fast. We are all under a constant barrage of news and information, and most of it seems to be negative. If you turn on any 24-hour news channel, there will be a non-stop “Breaking News” crawl across the bottom of the screen alerting you
Nathan GilbertMay 17, 2016Just Do It.
Last week, Nathan emphasized the importance of rebalancing your portfolio in his blog post–which was awesomely titled “The Playoff Beard” and reflected his love for the Washington Capitals. I don’t have a passion for the Caps (or beards), but when I read Nathan’s post, it did rem
Nathan GilbertMay 10, 2016