To Inform: Last week, Alex Durbin and I attended the CFA (Chartered Financial Society) Society of Columbus’ Fall kick-off dinner. It was a gathering of investment professionals throughout Central Ohio representing state pension systems, large insurance companies, banks, and wealth managers. Tom Jalics, CFA, Chief Investment Strategist at Fifth Third Bank, entertained the audience with […]

To Inform: “Cash is Trash” – Ray Dalio, 2018, 2020, 2022 I always chuckle when investment gurus make definitive statements, usually at the top of a market trend. The quote above was tried out thrice by Ray Dalio, famous founder of the hedge fund shop Bridgewater. Dalio is no fool but in all those instances, […]

To Inspire: I’m reading a fascinating book right now that I highly recommend: The Power of Moments, by Chip and Dan Heath. Researchers at Stanford and Duke, the brothers share their findings that certain experiences in our lives have extraordinary impact – some very positive and some very negative. For example, in the book they […]

To Inform: It’s been a few months since we’ve done this, but I think now is another good time to dust off the mailbag and answer a few questions we are hearing from clients. Hopefully this encourages you to think of any questions you may have and send them our way. Without any further ado, […]

To Inspire:   “Ellie, why don’t we consider traveling around the world in 80 days when we’re 80?” said Sandy Hazelip to her dear friend Ellie Hamby. Ellie leaped at the idea. While the pandemic delayed the trip, and the two were actually 81 years old during their adventures, they did visit all seven continents […]

To Inform:  How do I teach my kids and grandkids about money? This question embodies one of the classic challenges that faces any parent or grandparent. A survey of high school students revealed that about 88% of what they know about finances comes from their parents. Interestingly though, these lessons did not arise from formal […]

To Inspire: Despite the television and movie cliché of the grumpy old person there’s a fair amount of research that shows people get happier as they age. Laura Carstensen from the Stanford Center on Longevity says, “As we age, our time horizons grow shorter and our goals change. When we recognize that we don’t have […]

To Inform:  I recently read a research report which looked at longer-term trends in the financial markets. The report struck me because the trends are not necessarily in-line with recent market leadership, but if the trends assert themselves in the years ahead, it would have meaningful implications for portfolio construction. First is the value of […]

To Inspire: Parker J. Palmer (no relation) is an author and founder of the Center for Courage & Renewal. He recently reflected on his life as he gets older and leaves his professional work behind. Regardless of age, what he shares below are some pearls of great wisdom for all of us: In recent years […]

To Inform: Julius Caesar crossed the Rubicon River in 49 BC, ultimately cementing his role as Dictator Perpetuo of the Roman Republic. Some sources say that before crossing Caesar said alea iacta est (“the die is cast”). Many are wondering with the ratings agency Fitch’s downgrade of US government debt this week if the US […]