Category

Investment Management

Investment Management

First Quarter 2016 Market Notes

Meridian Financial Partners First Quarter Report 2016

Nathan GilbertNathan GilbertMar 22, 2016
Financial Planning

Making Beer Myself

A friend of mine recently gave me a home beer brewing kit, and while I don’t have any frame of reference, I can tell it’s probably a nice one. 15 years ago, I would have viewed this kit and its potential reward very differently. Meaning, now that I have three children and a busin

Nathan GilbertNathan GilbertMar 8, 2016
Financial Planning

Brain Hijack

This year it has been hard not to notice the stock market volatility—one day it is wildly up, the next day it is wildly down. In a recent market recap, JP Morgan notes that, so far in 2016, there have been 23 days with movements in the S&P 500 of over 1% (up or down)—which […]

Nathan GilbertNathan GilbertMar 1, 2016
Investment Management

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 GilbertNathan GilbertFeb 9, 2016
Investment Management

Odds 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 GilbertNathan GilbertJan 19, 2016
Investment Management

Think 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 GilbertNathan GilbertDec 15, 2015
Investment Management

Time 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 GilbertNathan GilbertDec 7, 2015
Investment Management

What’s Broken in the Brokerage Industry

Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most g

Nathan GilbertNathan GilbertNov 10, 2015
Investment Management

Unforced Errors

I admit I am only a casual sports fan…I watch NBA finals, the Super Bowl, Grand Slam tennis. But in watching the recent Grand Slam (fascinated with Serena Williams…), I was interested in what the announcers called “unforced errors”. These are the mistakes a tennis player makes th

Sarah YakelSarah YakelOct 7, 2015
Financial Planning

Meridian Financial Partners Launch

Welcome to Meridian Financial Partners…

Sarah YakelSarah YakelSep 25, 2015