Insights, Advice & a Whole Lot More
Defense is Important
If any of you watched the Super Bowl this past Sunday, you saw what I would call a boring game. However, it was this “boring” strategy that Denver needed to employ in order win. Many (including me) thought that Carolina’s offense would be too much, and the game would be a blowout
Nathan GilbertFeb 9, 2016Florida and Freakonomics
Entirely missing all of the Snowzilla fun; I just returned late last week from the Inside ETFs conference in Hollywood, Florida. This conference is one of my favorite events all year—and not only because going to Florida in January should be a requirement for all of us in the DC
Nathan GilbertFeb 2, 2016Patience and Planning
Over the past few weeks, I have been reminded of the importance of both patience and planning in three key parts of my life. The first was traveling with my 6-year-old son. Normally, I would look forward to the opportunity for just he and I to travel without the rest of the famil
Nathan GilbertJan 27, 2016Odds Are…
Some people made a lot of money during the historically awful stock market last week. Eighty-four people made over $1,000,000 on their $2 investment in this past Wednesday’s Powerball lottery drawing, with total winnings of over $1 billion. The national fascination with the huge
Nathan GilbertJan 19, 2016Give it Away, Give it Away, Give it Away Now
Forgive the Red Hot Chili Peppers song reference, but it was the first thing that came to my mind when I thought about gifting money to others. I have had many clients ask me about giving money to relatives recently (around the holidays), and there are certainly some misconceptio
Sarah YakelJan 12, 2016Three New Year’s Resolutions Everyone Should Make
Building from Nathan’s post last week…and in the seasonal spirit of making resolutions for the New Year…here are three New Year’s resolutions that we highly recommend you add to your list for 2016: “Live Life to the Fullest” — In a recent survey from GoBanking Rates, this idea ra
Nathan GilbertJan 5, 2016Resolve to Increase Your Retirement Savings Contributions
These days, saving for retirement is completely up to you. The days of working for one company your entire career and of counting on a guaranteed monthly income in retirement are over. Why? Most companies have decided that having a defined benefit plan (a pension) for employees i
Nathan GilbertDec 29, 2015Christmas Town and Failure to Plan
This past weekend, we took our family to Busch Garden’s Christmas Town for the first time. As you probably expect, I usually plan our excursions with military precision, being a planner by trade and all. But this time, I decided to wing it. The park opened at 2pm, but we chose to
Nathan GilbertDec 21, 2015Think the Stock Market Will Go Down? You’re Right.
Much like a stopped clock is right two times a day, a prediction that the stock market will decline will also come to fruition at some point. The more difficult part of the equation is figuring out when exactly that will happen. Further, how far will the market go down and over w
Nathan GilbertDec 15, 2015Time for a Hike
It is the season of anticipation—children are eyeing the presents under the tree, families are preparing for holiday guests…and investors are looking to December 16th to see if the Federal Reserve will finally raise interest rates for the first time since 2006. Given the recent g
Nathan GilbertDec 7, 2015Parents: Ask Santa for a College Savings Contribution
If your children are anything like mine, they already have way too much “stuff” and are likely to get much more in the coming month. My wife has already started hiding boxes in our unfinished basement, and it certainly appears as though Santa will get a lot of credit yet again! W
Sarah YakelDec 2, 2015Abundance
My son and I were picking up Thanksgiving flower arrangements yesterday, and he asked me why horns were holding all of the flowers. I explained that they were cornucopias—traditionally signs representing abundant fall harvests. Moving on, he just liked saying the word “cornucopia
Sarah YakelNov 25, 2015