To Inspire:   In 2023 a 15-year-old fan of billionaire William Buffett approached him at Berkshire Hathaway’s annual shareholder meeting and asked a simple question, “How do you avoid mistakes in life?” And while this very much seems like a big, complex question, Buffett had a short and simple answer, “You should write your obituary […]

To Inform: I love it when conversations I have during the week fit together. On Wednesday, I had a phone call with a client who said, “I read an article talking about gains in the market being tougher to come by going forward…the next time we meet, I’d like to talk about what we are […]

To Inspire: Are you or a loved one going through a difficult time right now? I (Matt) am seeing some challenging situations all around me right now – among clients, family, friends. The trials are different – some are health related, others relationship struggles, others job or financial. But all of them are real and […]

To Inform:  As the calendar has turned to May the trees are leafing out, the flowers are blooming, and market prognosticators are trotting out one of their favorite nostrums that perhaps you’ve heard of – “Sell in May and Go Away.” Are the prognosticators right, does this make sense? We’ll look at the historical data […]

To Inspire: During his senior year in college Rodney Smith Jr. saw an elderly man struggling to mow his lawn and pulled over to help. That act of kindness prompted Smith to start mowing lawns for others for free. Today, Smith leads a nationwide organization inspiring thousands of young people to mow lawns in their […]

To Inform: I (Theresa) grew up one of 6 kids in rural Ohio. From a very young age, I learned that we had “just enough.” My life was very simple but felt very rich. Everyone was always required to help out around the house/farm with upkeep. We were encouraged to work odd jobs, such as […]

To Inspire: Of course, we all know that any physical activity is a boon to our overall health. But a recent article in Harvard Medical School’s Health Beat publication shared five specific benefits (among many more) of walking. With good weather finally here, we thought sharing those might encourage all of us to do more […]

To Inform: Earlier this week our Chief Investment Officer, Alex Durbin, led an informative Portfolios at Your Place Zoom event which took a deep dive into markets and election history. Alex kept the conversation lively by including audience poll questions like this one: Which sector of the market performed best during the Biden Administration? Technology […]

To Inspire:   Cue tinny 70s TV music… “Reach out, reach out and touch someone. Reach out, call up and just say hi. Wherever you are, you’re never too far. They’re waiting to share your day!” This classic jingle from a Bell System (later AT&T) 1970s ad campaign might be frowned upon in today’s environment […]

To Inform:  Last year one of the biggest stories in markets was the performance of what was dubbed the “Magnificent Seven.” These stocks, largely technology related, surged higher on better earnings and hope for an end to the Fed’s hiking cycle. This year, these companies are a bit of a mixed bag, as cracks appear […]