Investment Management
Get What You Pay For
As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments in their retirement plans are “playing nicely” wi
Nathan GilbertApr 30, 2019
The Benefits of Re-balancing (and having a friend with a great tractor)
Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in the two charts that
Nathan GilbertApr 16, 2019Spring Forecast
Spring in Virginia is here—which usually means wildly unpredictable weather…and pollen…lots and lots of pollen: As weathermen attempt precise and accurate forecasts, daily things change—determining the weather more than 7 days out is an exercise in futility, with only about half
Sarah YakelMar 26, 2019
Another March Madness Article!
Okay – I am going for the low-hanging fruit here and using March Madness as a tie in for this week’s blog. Yes, it might be a bit lazy, but there are some good comparisons to be drawn between filling out your bracket (assuming you do such a thing) and investment decision making.
Nathan GilbertMar 19, 2019A Slippery Slope
A actual slippery slope – November 15th – Mountain Rd. in Haymarket, VA Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do th
Nathan GilbertNov 27, 2018Fall Fun
While summer still lingers this week with the warm and humid weather, glimmers of beautiful Virginia fall are peeking through. And our family loves the fall—the kids clamor to go apple picking, grab pumpkins and mums to decorate the yard, and jump on the Spooky Bus at Meadow Farm
Nathan GilbertOct 9, 2018Say Cheese
Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo. Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, An
Sarah YakelSep 25, 2018A Better Experience
Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]
Nathan GilbertSep 18, 2018
Help! (I Need Somebody…)
This week, our beloved dog sitter, Erika, is taking a much-deserved break from her regular routine…Milo included. So, Milo has been happily jumping in the car every morning to drop the kids at school and then come with me to Meridian. As much as Milo loves the together time, I am
Sarah YakelSep 11, 2018
Your Social Security Statement is Not in the Mail
Set Up Your SSA Account As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits o
Nathan GilbertAug 7, 2018Time to Get Active
Summer has officially begun, and our kids are super busy. Right after school let out, we went down to visit grandparents in Williamsburg. We went to Busch Gardens and stayed until the park closed, then got up early the next day to be at Water Country at park opening, then saw mov
Sarah YakelJun 19, 2018Are You Biased?
With your investments, I mean. There is an interesting slide from JP Morgan with two charts showing investor allocations by region. There is quite a large disconnect between a US investor’s allocation to non-US investments and the actual make-up of the global markets. As you can
Nathan GilbertMay 1, 2018