Investment Management
What the Heck is a Melt Up?
The new normal in our industry is media outlets and analysts alike coming up with the latest and greatest “term” that we should all be focusing on and worrying about. Lately, I have seen the term “melt up” used quite a bit, and it is somewhat obviously an oxymoron. I might argue
Nathan GilbertOct 17, 2017The Birthday Season
All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all
Nathan GilbertSep 19, 2017
Happy T + 2 Day! (and Happy Birthday Molly!)
We celebrated our youngest daughter’s 3rd birthday over the weekend. It was a very nice gathering with friends and family. And the kids even went swimming which must have been pretty darn cold. Peppa Pig was the dominant theme, and Molly cutely identified each of the British-base
Nathan GilbertSep 5, 2017Keep on Eating?
Our youngest, Molly, has been on an eating binge unlike anything we have seen with our other two kids. We are all in amazement every time she sits down to eat a meal or even a snack. She is usually eating long after our other two are “too full” or “don’t want anymore!” Our Saturd
Nathan GilbertAug 22, 2017
No Fear
If you were born in the late 70’s or early 80’s, you might remember the No Fear “lifestyle” clothing brand that was very popular in the mid 90’s and early 00’s. Personally, I found the brand and the attitude that its wearers often embodied a bit off-putting. If you still wear any
Nathan GilbertAug 8, 2017Is now the time to take my gains “off the table?”
In a market environment like the one we are in right now, most investors have experienced some very nice gains in the US stock portion (and other areas) of their portfolios. For many, human nature causes us to ask the somewhat obvious question of “should I sell now?” It’s an easy
Nathan GilbertApr 4, 2017Friendly Reminder: The markets do go down
As we enter the 8th (!) year of a bull market for the S&P 500, it is days like today (Tuesday, March 21st) that remind us that markets can still go down. While I will not claim to know exactly when the current bull market will end, I do know that it will end at […]
Nathan GilbertMar 22, 2017Snow Day
We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season. Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it has been funny to hear the hysteria in the forecasts—originally, t
Nathan GilbertMar 14, 2017Driving Too Fast Down a Snowy Mountain
On the way back to the airport from our recent ski trip, we encountered somewhat unexpected snow on the way down the mountain to the “valley.” That is if you count being one mile above sea-level a valley. My father-in-law was driving a recently purchased Suburban, and doing it qu
Nathan GilbertMar 7, 2017The Perfect Match
Today is Valentine’s Day—the day we celebrate love and the pursuit of living happily ever after in a loving, long-term relationship. However, it is tough to find THE ONE—often you have to kiss a lot of frogs to finally meet the perfect match. In a weird way, finding your financia
Nathan GilbertFeb 14, 2017I heart Tom Brady (even as a Redskins fan)
If you are one of the 111 million people that watched the Super Bowl on Sunday night, you were treated to one of the best comebacks of all time (if not the best). Whether you love or hate the Patriots, Bill Belichik , and/or Tom Brady, you can’t help but admire their accomplishme
Nathan GilbertFeb 7, 2017Reflections
I just returned from an annual investment conference in Florida—it is one of my favorite to attend, not only because it is oceanside in Florida in January, but also because of the great content and cutting edge investment strategies that are discussed. This year was no exception—
Nathan GilbertJan 31, 2017