To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]

To Inspire: I think all of us know that young people in their teens and early 20’s are experiencing greater mental health challenges than ever before. Those trained in the mental health field cite a number of factors but high on the list is not understanding how amazing they are and the potential they have […]

To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]

To Inform: Along with questions about tariffs in recent weeks, other topics of conversation have been around what is happening with the dollar as well as the move in gold prices to all-time highs. I’m going to address these and answer the question, “when should I take profits?” I cover a lot of ground here […]

To Inspire: This Easter weekend, Christians all over the world will remember Christ’s sacrifice on the cross and the joy of His resurrection. It has me thinking about the power of sacrifice. Sacrificing for someone else is the highest form of love – willing the best of the other and giving of yourself to make […]

To Inform:  “When do I buy the dip in XYZ stock?” or “should I be worried about the dip in XYZ stock?” These are questions we’ve received quite a few times this year as it relates to individual stocks or even stock market indexes like the S&P 500. In attempting to answer that question, I […]

To Inspire: Despite being born and raised in Central Ohio, around ponds and creeks, I’ve always had an affinity for the ocean. I didn’t even see an ocean – the Atlantic – until my first visit to the East Coast when I was 16 years old. As an adult, I love being near the ocean […]

To Inform:   Back in 1979, a news reporter (Jane Fonda) and her camera operator (Michael Douglas) are unintentional witnesses to a SCRAM incident, an emergency core shutdown procedure at a nuclear power plant in California. The crew prevents a catastrophe, but the plant supervisor (Jack Lemmon) begins to suspect the plant is in violation […]

To Inform: Federal Reserve Chair Jerome Powell summed up the current environment well in a recent press conference: “The new Administration is in the process of implementing significant policy changes in four distinct areas: trade, immigration, fiscal policy, and regulation. It is the net effect of these policy changes that will matter for the economy […]

To Inspire: We learn more all the time about the importance of diet and exercise on brain health. According to neuroscience researcher and psychiatrist Dr. Dave Ramsey, there are ways to strengthen your brain through other small, evidence-based lifestyle changes. But first you need to know where you stand. Are you ready for a quiz? […]