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The Meridian blog

Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We'd love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.
Planning Basics

The Copper Circle

This past Sunday, Sarah and I (and spouses) were fortunate enough to be part of The Copper Circle dinner at the Hylton Performing Arts Center in Manassas. We had some delicious food from Avalon Caterers and met some very nice and generous donors to The Center. Meridian Financial

Nathan GilbertNathan GilbertSep 20, 2016
Planning Basics

Best Laid Plans…

So we usually post our blogs on Tuesdays—and I had every intention of completing this week’s blog on time—but yesterday, I simply forgot about it. Our dog got sick and had to be taken to the vet unexpectedly, one kid needed a hard to find school supply for this morning, and one n

Nathan GilbertNathan GilbertSep 14, 2016
Investing & Markets

The Sucker Pin

If you don’t know already, I love to play golf, so I apologize again for making so many references to golf. But, after a long weekend of beautiful weather (even though we need rain!), golf is certainly on my mind. There are lots of golf expressions out there, and in some ways, th

Nathan GilbertNathan GilbertSep 6, 2016
Investing & Markets

Are you biased?

Every year, we return to the same condo at Sandbridge Beach—we enjoy the same activities as the year before, and we eat at the same favorite restaurants. It may sound boring, but our familiarity with the accommodations and the area relieves the stressful unknown of going somewher

Nathan GilbertNathan GilbertAug 30, 2016
Investing & Markets

Ryan Lochte and Fee Transparency

Ryan Lochte – Not Robbed at Gunpoint in Rio I will admit to using Ryan Lochte’s name as somewhat of an attention grabber. I will also admit to following his “story” at the Olympics in Rio quite closely. He is certainly the villain du jour for the moment and it seems deservedly so

Nathan GilbertNathan GilbertAug 23, 2016
Family & Life Events

Meet Milo

This is Milo, our new puppy. He is a Greater Swiss Mountain Dog, often abbreviated to “Swissy”. He is still a little baby, just having turned three months old. We are enjoying him at home and around Meridian, but we are gearing up to go on a long beach trip without him. So, we ha

Nathan GilbertNathan GilbertAug 16, 2016
Investing & Markets

The Pitchers’ Duel

I had the brilliant idea to take my two oldest kids (6 and 4) to the Nationals game this past Sunday. I use the term ‘brilliant’ sarcastically as things didn’t go all that well. More time was spent in front of the cooling mist fan behind right field than in our actual seats. And,

Nathan GilbertNathan GilbertAug 9, 2016
Planning Basics

Those that Wait…

This past week, we went school supply shopping. Nevermind that my kids don’t actually go back to school until September 6th, and we are still happily enjoying the hazy, hot, humid days of our Virginia summer. But, last year, we waited until the last week of August to start gearin

Nathan GilbertNathan GilbertAug 3, 2016
Investing & Markets

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 GilbertNathan GilbertJul 26, 2016
Retirement Planning

Butchers 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 GilbertNathan GilbertJul 20, 2016
Investing & Markets

Expect 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 GilbertNathan GilbertJul 12, 2016
Tax Planning

The 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 GilbertNathan GilbertJul 5, 2016