To Inform: We’ve written and talked about inflation a number of times over the past several months. For a period in early 2020, inflation was the least of anyone’s concerns (most strikingly when the April contract of WTI Crude Oil went to -$40 a barrel). We’re not yet at levels of inflation where one must […]

To Inspire: Here we are, closing in on one year of pandemic life, and, if you’re in Central Ohio (or much of the Eastern United States), socked in by snow and below freezing temperatures. What to do? Why not take a look out your window and see the beauty of the world. Birdwatching: Winter is […]

To Inform: In December, TJG Portfolio Manager Alex Durbin and I had the opportunity to have a terrific meeting at a client’s home (with appropriate social distancing). In addition to enjoying some amazing Christmas cookies, we had an interesting discussion about an area of the financial markets which typically flies under the radar – municipal […]

To Inspire:   I’m a football fan in my mid 60s. And I played football in high school and college (small college football – Woody just wouldn’t take a look at me!) With the Super Bowl coming up this weekend, I read with interest and a touch of nostalgia Ben Shpigel’s January 22, 2021 New […]

To Inspire: We humans are an interesting lot. At the drop of a sparkly ball in Times Square, we welcome each new year, in anticipation that the year ahead will exceed the year just past. Less than three weeks later, we celebrate “Ditch New Year’s Resolution Day,” and focus our thoughts on Groundhog Day, wishing […]

To Inform: What a difference a couple months can make! Early in December we hosted a webinar on “Post-Election Year-End Planning Strategies” where we discussed among other things, the Biden Tax Proposal. At the time, all eyes were on Georgia. If the Republicans were to win only one of the two senate seats, much of […]

To Inform: As a new Presidential administration takes office, the stock market isn’t the only thing moving higher…so are measures of inflation. Over Christmas break, we hosted a small COVID-safe family gathering at our house. Over dinner, my amazing mother-in-law, who appreciates finding good deals while shopping as much as I do, asked: “is it […]

To Inspire: My colleague Michelle O’Brien’s article in last week’s Wealth Notes has me reflecting on my own New Year’s resolutions. Always I want to be a man who loves greatly but when I consider how, I realize that I must first grow in virtue. And of all of the virtues I might focus on […]

Since the election, we’ve used this note to discuss some of the areas that look interesting to us in 2021. First, a couple of key assumptions. One, the Georgia Senate races that both went to Democrats mean it is more likely the Biden administration implements some of their policy ideas beginning this year. The evenly […]

Did you make New Year’s resolutions? Have you given up yet? Each year, most people give up on their resolutions – especially ones that are health and fitness-focused – in less than three weeks. This year, Sunday, January 17, 2021 is Quitter’s Day,  the day most people abandon their New Year’s resolutions. One reason why […]