To Inspire: Two of my colleagues (Angie Eversole and Michelle O’Brien) and I were talking about the growth in new clients that we are experiencing right now. Our team is very excited; we love helping people live a great life – whatever that means to each client we serve. And to be impacting more and […]
To Inform: Another tax season has officially come and gone with the “celebration” of Tax Day on Tuesday, April 18th! Hopefully much of the stress surrounding taxes has subsided as most people have filed their income tax returns and can now look forward to enjoyable spring activities. Golf anyone? One reason tax season is stressful […]
To Inspire: Mind the Gap. If you’re lucky enough to have traveled to London and rode the Tube (London’s underground subway system), you certainly heard those words. And while in most Tube stations today that safety warning comes from a digitized voice, one station retains a 50-year-old version by actor Oswald Laurence. If you’re not […]
To Inform: “Just because everything’s changing, doesn’t mean it’s never been this way before.” I heard this line in a song once and it was one of those things that sticks with me. So much of the human experience can be thought of in this way, including what we experience as investors. The world is […]
To Inspire: We hosted an open house last night for our new office and were so touched that nearly 300 guests (clients, friends, etc.) were able to come. I led a couple of formal tours during the open house and shared a bit of our company’s history. I shared the impact that Mark’s and my […]
To Inform: Instead of pontificating about topics I think will be interesting to our readers (I hope we’re doing a good job at this!), I thought it would be worth addressing a few questions that seem to be on the minds of lots of friends and clients. So read along for a rapid fire Q&A. […]
To Inspire: John Cena, professional wrestler, actor, and world record wish-granter. Last Fall, Cena was recognized by the Guinness Book of World Records for granting the most wishes through the Make-A-Wish foundation. John Cena has granted more than 650 wishes. I’m not a fan of professional wrestling, but John Cena has a level of […]
To Inform: Earlier this week I was in a meeting with a client, and we talked about the challenging market last year in 2022. The client said, “I know, and everything is down again this year!” I replied that actually, most asset classes are positive so far this year and a balanced portfolio in the […]
To Inspire: Easter is the high point of the Christian year in which Christians enter into the mystery of God’s love, shown in the death and rising of Christ. That resurrection is new life, eternal life, into which Christians are baptized and through faith, live out. How appropriate that Easter happens in the spring […]
To Inform: Inflation, interest rates, stocks, bonds…there are countless factors to consider when thinking about your investment portfolio and your long-term goals, but when was the last time you considered what to do with your short-term cash savings? We all have a dollar amount that makes us feel comfortable in savings to be able to […]