Investment Management
Short Range Optics
My family and I just returned from a trip to see the Grand Canyon—we are all exhausted and overwhelmed with all of the beautiful things we saw. None of us had ever been to the Grand Canyon before, so we had no idea what to expect. A friend of ours tried to explain it by […]
Sarah YakelApr 10, 2018An Old Door & Old Interest Rates
About 58 years ago, my grandparents (and my mom and her 4 siblings) moved from Pasadena, California to the Northern Virginia area. The new owner of the Pasadena house planned to have the house demoed in order to build a new, more modern home. According to my family, my grandfathe
Nathan GilbertApr 3, 2018
Riding out the Storm
This is my daughter Melanie: While she may look pleasant and mild mannered, don’t let that fool you. She turned twelve this year, and it seems we have entered the growing, changing (read: hormonal) phase of life. Melanie’s mood can change lightening fast. Here is a chart of her m
Sarah YakelMar 27, 2018College Basketball, The Weather, and The Markets
What do all three of the above have in common? Volatility and unexpected outcomes. I would suspect that’s an easy answer for most of you. The aptly named March Madness basketball tournament is certainly in full swing (ouch UVA!), snow is expected on the first day of Spring (that’
Nathan GilbertMar 20, 2018
Don’t Be a Waffler
When you’re an 8-year-old kid like my son Coleman, and you LOVE sports, it’s okay to be a waffler. He is willing to (and pretty much does!) try anything and everything that involves a ball, stick, glove, goal, hoop, etc. As a result, he has asked us to sign him up for several dif
Nathan GilbertFeb 20, 2018It’s Baaaack…(Volatility that is!)
A Note from Sarah: “Our good friends down at Alpha Capital in Atlanta, GA penned this guest blog. It happened to be almost exactly what I wanted to say in Meridian’s blog this week, so I asked if we could use it. Happily, they obliged…enjoy!” What Happened The stock market last w
Sarah YakelFeb 13, 2018
Henny Penny (aka Chicken Little)
Sometimes, when writing a weekly blog post, my partner, Sarah Yakel, and I struggle to come up with a good topic that hasn’t been covered recently and is hopefully interesting. While I am certainly not thankful for a market decline, it does provide an obvious topic about which to
Nathan GilbertFeb 6, 2018Don’t Put All Your Money in Unicorns
Client question: What do you think is going to happen in the markets in 2018? Answer: Well, the global economy remains strong for the most part, so we see continued growth (but maybe not as much as last year) in 2018. There is limited chance of recession, and inflation continues
Nathan GilbertJan 9, 2018
Purple and Gold…and Green
My alma mater’s football team is on a pretty impressive winning streak. The James Madison Duke Dogs won their 25th consecutive game in dramatic fashion this past Friday night. Clad in their signature purple and gold jerseys, they defeated Weber State in the quarterfinal round of
Nathan GilbertDec 12, 2017Disney Cruisin’ – Vacation Diversification
The week before Thanksgiving, my family and I were fortunate enough to go on a Disney Cruise from Port Canaveral (Florida) down to the Bahamas. For a family of our size and ages, we have found that it is close to a “perfect” vacation for all of us. I don’t know that there’s any o
Nathan GilbertNov 29, 2017Deep in the Heart of Taxes
Sarah Yakel So, every relationship seems to have the fun one—the cool parent, the fun loving spouse, the crazy sister…and, as you may have already guessed, Nathan is the fun partner here. He posts about cool beer toting burros or cult shows like Stranger Things. I post about tax
Nathan GilbertNov 7, 2017
Stranger Things
I am not sure how many of you are fans of the hit Netflix show, Stranger Things, but my wife and I are pretty much addicted. Before I go any further, this is NOT a spoiler post, as we have yet to watch season 2, which was released this past Friday. I am sure some […]
Nathan GilbertOct 31, 2017