To Inspire: I’m reading one of Bob Goff’s newest books, Undistracted: Capture Your Purpose, Rediscover Your Joy. Great book, we’ll be featuring it in our next issue of Harvest Magazine. In the chapter entitled, Finish Your Work, Bob shares the importance of seeing things through. It’s an important idea for all of us as we […]
To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]
To Inspire: Valentine’s Day is just around the corner, and while some cynics amongst us choose to ignore the holiday, many people recognize it as an opportunity to express love for romantic partners, family, and friends. And what better way to impress your loved one than with a handmade gift? Below are five examples of […]
To Inform: “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]
To Inspire: I’m re-reading Holy Moments, an inspiring little book by Christian speaker and author, Matthew Kelly. In the book Matthew speaks of the power of using everyday tasks and encounters to show love, respect, and compassion. He calls these holy moments. Mother Theresa once said, “Not all of us can do great things. But […]
To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]
To Inspire: Believe it or not, here we are at the last weekend of January. How are your 2024 resolutions going? If you are struggling already, don’t feel bad. The second Friday in January is known as Quitters Day – the day when many people give up on their resolutions. So let me suggest a […]
To Inform: Earlier this week, Alex and I hosted our January Portfolios Event – “7 Themes Plus One More for 2024.” One of those themes discussed our view on one of the biggest questions we are receiving from clients – potential interest rate cuts by the Fed in 2024. All signs point to the Fed […]
To Inspire: Got the winter blues? The medical community calls this seasonal affective disorder (SAD), an actual depression that can happen, most often in winter. The causes are not entirely clear but the shorter days (less sunlight) are thought to trigger a chemical change in the brain that brings about depression-type symptoms. SAD can impact […]
To Inspire: In a year where close to 40% of both global population and global GDP head to the polls, I thought it might be interesting to unpack some of the 2024 political themes our research partners are sharing with us. If you read last week’s Wealthnotes you might recall the average performance of the […]