To Inform: Christmas may have come early for investors as Pfizer/BioNTech put out its vaccine data earlier than expected. According to Bloomberg, “the shot prevented more than 90% of symptomatic infections in the trial of tens of thousands of volunteers.” On a call with reporters, Anthony Fauci, Director of National Institute of Allergy and Infectious […]

To Inspire: Our dear friend and client Claudia Cook wrote a feature article for the Columbus Dispatch recently. We love that she has found a new hobby during the Covid pandemic and thought sharing excerpts from that article (Coronavirus Chronicles: Painting her way through the pandemic) might inspire some of you as to give thought […]

To Inspire: Next Wednesday, November 11, is Veteran’s Day. To salute our veterans, we are sharing an inspirational story about a veteran named Taylor Morris. Taylor joined the Navy out of high school and was responsible for Explosive Ordinance Disposal (EOD). Throughout his training, the underlying theme was always to improve your situation. Fast forward […]

To Inform: As I write this, President Trump remains an outside shot to keep the Presidency. The situation remains fluid and thus I’ll stay away from what we don’t know (who will be inaugurated in January 2021) and stick to what we have a better idea of (Republicans hold the Senate and narrow the gap […]

To Inform: Earlier this week we held our Portfolios at Your Place Event looking at the “Final Countdown” before next week’s presidential election. We covered a lot of ground including potential planning implications with proposed changes in tax policy, portfolio implications of a weaker dollar post-election (it favors foreign stocks), and a look at which […]

To Inspire: We were privileged to host a virtual Wealth Summit event last evening that featured nationally known baker and philanthropist, Chet Fery, also known affectionately as The Bread Man. We were so touched by Chet’s sharing of his own background and how he transformed a retirement pastime of baking loaves of bread into an […]

If you’re reading this, you’ve made it to October in one of the wildest years on record. I know it’s hard to imagine but we are just over 2 months away from a fresh start in 2021. I know this year has been particularly complicated for business owners and executives and I hope everyone has […]

The most popular class at Yale? Psych 157: Psychology and the Good Life. This “happiness course” was launched by professor Laurie Santos in 2018 and has been taken by a quarter of Yale students. Another 200,000 have taken the (free) online version. Talking recently about the impact of Covid on our mental health, Santos pointed […]

To Roth or not to Roth, that is the question. The question that many investors saving for retirement will need to answer at some point in their lives, whether they are just starting out in their careers or are nearing retirement. But where do you start? First, let’s look at some key differences between a […]

To Inform: Virtually every conversation I have about financial markets lately involves the upcoming Presidential election. That’s no surprise as the prospect for shifts in economic and tax policies after the election is significant regardless of which candidate is your favorite. I will say though, there seems to be a disconnect between the way “Main […]