To Inform:  There is certainly not a shortage of topics to talk about as it pertains the economy and markets right now. Rising COVID cases in certain states, renewed lockdowns, the potential end of the recession which started in February (a bunch of June economic data was V-shaped and showed expansion), or the recent leadership […]

To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

To Inspire: We’re heading into this Fourth of July weekend with a history lesson on the Statue of Liberty and a story of perseverance by an American craftsman. The Statue of Liberty, as most of you probably know, was gifted to the United States by France, in honor of the U.S. centennial of independence. Built […]

To Inspire:   The motivational speaker and author Napoleon Hill wrote that “within every problem or obstacle lays the seed of an equal or greater opportunity or benefit.” And Norman Vincent Peale used to say, “When God wants to send you a gift, He wraps it up in a problem. And the bigger the gift […]

To Inform: There is a lot going on so this will be a bit longer WealthNotes, but let’s break down these three questions. Are We Seeing a 2nd Wave of the Virus? The headline in today’s Wall Street Journal is clear – cases of COVID-19 are reaccelerating across various areas of the U.S. Part of […]

To Inform:  “There is no one right portfolio, but there is one that is right for you.” This quote from author Larry Swedroe is worth remembering, especially when markets are experiencing bouts of volatility. Our holistic approach of weaving your portfolio, plan, and purpose together as a cohesive roadmap to financial security acknowledges this principle. […]

To Inspire: Most people who attend college pick a major, get a degree, and work in that occupation for the rest of their lives. Especially when the chosen major is something like Accounting. Today I want to share the story of a person who received an Accounting degree from Purdue University, but quickly pivoted to […]

To Inform:  This week, COVID-19 is back in the news as certain states have seen a rise in positive cases even as the overall U.S. positive testing rate declines. The chart below provides some context. Even though the percentage of COVID-19 tests with a positive result continues to fall across the U.S., states including Arizona, […]

To Inspire: My friend John O’Leary tells a great story about the time he met 105 year old Sister Gertrude. John is a motivational speaker and author and was at her Catholic hospital to speak to its leaders later that day. But before giving that talk talk John wanted to meet some of the nuns […]

To Inspire: Little things can make a big difference, and for scuba diver Roger Hanson, a tiny seahorse changed his life. ­Roger has been diving for 30 years, and loved the way being under water slowed him down and quieted his mind. He grew up on a farm, but as an adult he lived a […]