Insights, Advice & a Whole Lot More

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Warrenton Financial Advisor Named 2026 AdvisorHub Finalist

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Meridian Financial Partners’ Nathan Gilbert Named a Finalist on AdvisorHub’s 2026 Advisors to Watch List; Firm Also Recognized on USA TODAY’s Best Financial Advisory Firms List Warrenton financial advisory firm earns two national honors in 2026 WARRENTON, VA, July 23, 2026. Meridian Financial

More Than Just Investments: 5 Financial Planning Decisions

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When most people think about financial planning, they think about investing. Questions like, “What should I invest in?” or “Is this a good stock?” are some of the most common ones we hear. Investments are certainly important, but they’re only one piece of the puzzle. In fact, some of the

Where Should My Next Dollar Go?

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At almost 7 and 10 years old, my kids are finally starting to grasp the concept of earning money via chores (and what chores pay the most).  I’m happy to report that over the summer, the piggy banks have started to fill up.  Which naturally lends itself to one of the most common questions I […]

No Correlation: Why Stocks and Bonds Don’t Always Move Together

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We have often said in this space that diversification means you always own something you hate. A more technical way to define diversification is owning assets that have little correlation with each other. Ideally, you don’t want to own things that move in the same direction at the same time. One of the most powerful

The Beautiful Game Plan (or From Pitch to Portfolio?)

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Last month, my husband and our boys made a quick trip to Dallas to watch Argentina take on Austria. They happened to be sitting in the Argentinian supporters’ section—which they described as absolutely electric. Even better, they were there to watch Lionel Messi score the goals that first tied and then

Great Company. Disappointing Stock. How Can Both Be True?

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Over the past couple of months, I’ve had several clients ask a version of the same question. “Amazon is down. Microsoft is down. Nvidia reported incredible earnings. Why aren’t these stocks going up?” It’s a fair question. After all, these are some of the strongest businesses in the

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