Insights, Advice & a Whole Lot More
Weed & 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, 2016The Playoff Beard
I am a fan of the Washington Capitals, and if you follow hockey, you probably know that they are currently playing in the second round of the playoffs against the Pittsburgh Penguins. It has become somewhat of a tradition for players (and now fans) to let their beards grow for as
Nathan GilbertMay 3, 2016Take a Tour of the Meridian Financial Partners Office
Take an inside look at our office, meet our team, and feel free to reach out. Blog Disclosure
Nathan GilbertApr 26, 2016Department of Labor AKA…
…Captain Obvious Good news everybody! Our friends at the Department of Labor (DOL) finalized a rule on Wednesday that requires financial advisors to act in the client’s best interest when giving retirement advice. While this seems like an obvious stance, the rule was put into pla
Nathan GilbertApr 19, 2016The Good Old Days
We all remember something about the good old days…whether it was your parents turning you loose in the neighborhood to play until you were called in for dinner…or matinee movie prices before 5 P.M…or (one of my favorites) those days when a bank CD paid 13-15%. But those days of h
Nathan GilbertApr 19, 2016Spring Break, Part 2
Our family just returned from a long road trip through North Carolina—we explored from Asheville to Wilmington with many stops in between. I echo Nathan’s post last week—spring break with kids is not much of a “break!” But, we had a great time exploring our neighbor state… The Bi
Nathan GilbertApr 5, 2016Spring Break & The Markets
Spring Break ain’t what it used to be—at this point in my life at least. While spending time with my family is great, there isn’t much of a “break” with three kids under 7 no matter where you are. In fact, I have used the need to write this blog post as an excuse to […]
Nathan GilbertMar 29, 2016