Financial Planning
For Better or Worse
With the beautiful weather this past weekend, Jonathan and I tackled our first major project in a very long time. We built a raised bed garden with deer netting and a hinged door—here is the finished product: We usually don’t do projects together—it’s not great for our marriage.
Sarah YakelMay 19, 2020Finding the Balance in Rebalance
More so now than ever do I believe the theme of “finding balance” is playing a key role in all of our lives. The economy, financial markets, and life itself seem anything but in balance. And while that might be true, we continue to seek some balance between our jobs, our families
Sarah IrvingMay 12, 2020
Recovery Will Come (+ Be Like Mike)
It’s difficult for us in the investment community to avoid the topic/question of market recovery and when it will occur. Regardless of how you view the current situation surrounding the pandemic, recovery will occur at some point. Those with a more pessimistic outlook believe tha
Nathan GilbertMay 5, 2020Reflections
It has been a challenging couple of months, and I was thinking through how wild it has been (January seems like forever ago!). Here is just a collection of things we’ve seen personally and professionally (they sort of all blend together when you work from home) during the past se
Sarah YakelApr 28, 2020The Wide World of ESG Investing
With most of the world in lockdown or the mandate of stay-at-home orders for the last couple of months traveling, daily commuting, and the production and manufacturing of certain goods has been put on pause – air pollution seems to have died down more than any time we have seen.
Sarah IrvingApr 21, 2020Who C.A.R.E.S.?
We wrote a couple of weeks ago about the CARES act in another pun-titled post called “Care for a summary?” It contained a great summary of the bill and what is contained within. For obvious reasons, much of the focus on the CARES Act has been on the cash payments and the interest
Sarah YakelApr 14, 2020
Spring Cleaning
With stay-at-home orders in place throughout the country for the rest of the month, it seems as if we may have a fair bit of spare time on our hands in April. We hope you are all staying safe and healthy, and we wanted to share a few tips for sorting and filing your paperwork […]
Sarah YakelApr 7, 2020
Care for a summary?
Life as we know it right now is in a strange state of trying to maintain some resemblance of normalcy as we develop new routines and readjust our daily habits. (On a personal note, I have an even GREATER appreciation for all of the teachers and childcare providers out there.) We
Sarah IrvingMar 31, 2020
Status Check
*Note: Click on graphics to expand It has certainly been a challenging month for all of us. “Normal life” has screeched to an abrupt halt as we all attempt to navigate the current health crisis. These are historic times as schools, restaurants, bars, and shops close to contain th
Sarah YakelMar 23, 2020
DO Something
Simple Actions in Uncertain Times In times like these, it feels like you should do SOMETHING drastic. Hoard toilet paper, hand sanitizer, water and other perceived “doomsday” goods. In reality, it’s the small things that we can all do to help each other and ourselves. From The Da
Nathan GilbertMar 17, 2020
The Give and Take of Risk and Return
With everything going on in the world and the markets right now, the word “risk” has seemed to take center stage. But it got me thinking, isn’t some level of risk always there? So I thought it timely to get back to the basics and revisit what risk means as an investor, how it cor
Sarah YakelMar 10, 2020
Non-Coronavirus Commentary
If only to avoid further commentary on “that virus” and its effect on the markets, we wanted to address another common question that has been coming up lately; “What happens to the stock market in election years?” Since it is Super Tuesday here in Virginia and many other states,
Nathan GilbertMar 3, 2020