Financial Planning
What’s Up (or down) with the Yield Curve?
If you follow the financial headlines even a little bit, it would be hard to miss all of the recent attention focused on the yield curve. Why? Mainly because an inversion in parts of the yield curve have been predictors of the last 5 recessions. What is the yield curve anyway? Th
Nathan GilbertAug 20, 2019
Basic Instincts
It’s tough to fight against an innate instinct. Nature is filled with examples of instincts at work—animals have extremely strong predator or prey behaviors, as anyone who has ever been dragged by their dog chasing a squirrel can attest… …or attempted to shield the family guinea
Sarah YakelAug 13, 2019DOUBLE OUCH!
Yesterday gave us another unfriendly reminder that stocks can be volatile. Investors continue to focus on the US-China trade war, which escalated even further on Monday. As a result, the S&P 500 lost about 3% of its value. That’s the largest one-day point drop since December of l
Nathan GilbertAug 6, 2019Wellness Checks
It’s the week of doctor’s visits at the Yakel household…these two handsome guys just had birthdays and have each had wellness checks to be sure they were growing up healthy: The birthday boys: Milo and Ethan While annual checkups are just a part of life, they can be a little pain
Sarah YakelJul 30, 2019More Daisy (and maybe more stocks?)
As you are probably already aware, stocks have had a strong rally since a very difficult end to 2018. Not surprisingly, this spooked a lot of retail investors (the average investor) and equity (stocks) fund outflows have been sharply negative since the beginning of the year. And,
Nathan GilbertJul 23, 2019“The Talk”
The Yakel household is very quiet this week, as I’ve just returned from visiting my parents in Williamsburg, and leaving my kids down there with my parents. That was on purpose and prearranged…God bless my folks…they are in for a busy week… It was good to visit my parents and to
Sarah YakelJul 16, 2019
Dog Days of Summer
Recently for our family, the dog days term is quite literal. After minimal consultation with yours truly, our family entered the world of dog ownership. We welcomed little Daisy to our world this past Saturday. She is a French Bulldog and has already created some unwanted stains
Nathan GilbertJul 9, 2019
Home Bias
A quick disclaimer: I am on vacation this week, but we have committed to a weekly blog, and I want to stick with that schedule. However, we didn’t commit to a LONG weekly blog, so I am mailing this one in a bit. Doesn’t that encourage you to read on? 😊 Home Bias in Investing […]
Nathan GilbertJun 25, 2019Halfway Point
It’s hard to believe but we are almost to the halfway point of 2019—to be exact, July 1st is the actual midpoint. And so far, it has been an interesting year in the market. Just a quick checkpoint/recap… Rebounding from fears of recession, the market shot up in January 2019, only
Sarah YakelJun 18, 2019A ROTH for Molly?
My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the somewhat more pleasant topic of retirement
Nathan GilbertJun 11, 2019Graduates
Congrats, Graduates!!! (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties. It is definitely the season of emancipat
Sarah YakelJun 4, 2019
National 529 Day
I have to admit, until my partner Sarah Yakel forwarded me an article on the topic, I had no idea that tomorrow (5/29!) is officially National 529 day. I suspect at this point, pretty much every date on the calendar represents ‘National Something Day,’ but it does give me some go
Nathan GilbertMay 28, 2019