To Inspire: Last Tuesday, I was privileged to host a group of our women clients and friends for a day at the Ohio Reformatory for Women in Marysville. We spent that day with 40 women, many of whom have been incarcerated for many years. They are part of a program called Embark, offered in that […]

To Inform: 41 years ago, when the UK punk rock band The Clash released their most famous single, 30-year fixed mortgage rates here stateside were 16.7%. While current mortgage rates are not remotely close to those of 1982, many would-be movers are still echoing the line so artfully sung by Mick Jones. In that angsty […]

To Inspire: “The ‘personal vocation’ is, in fact, the secret of unity and integration at the heart of a whole life.”  – Father Herbert Alphonso, S.J What is a vocation? Many people assume that their vocation resides solely in their profession. Scott Waalkes dissects the idea that work equals vocation in his paper, Rethinking Work […]

To Inform: I had a dream the other night. I owned a DeLorean with a fully functioning flux capacitor and felt a strong urge to go back to 2013 and buy some real estate. In my dream, my wife asked me “what about interest rates?” I told her, “Honey, where we’re going there aren’t any […]

To Inspire:   Allisen Corpuz found herself on the biggest and most beautiful stage in women’s golf last weekend and made it look like a stroll on the beach. Never mind that she had never won on the LPGA Tour or that she had heard all week about the historic occasion of the U.S. Women’s Open […]

To Inform: I (Travis) have terrible eyesight. I started with bifocals in 2nd grade and if it weren’t for the contact lenses I have worn since I was a junior in high school, I wouldn’t be able to see anything in front of me. Last week I made my annual trip to the eye doctor […]

To Inspire: What really makes you happy? Through a series of stories, Shauna Niequist’s book Present Over Perfect tries to help you identify what is really important and how you can live a simpler yet fuller and more honest life. So many of us are hardwired to want to do and have it all – […]

To Inform: Some of you may have attended TJG’s “Portfolio and Pints” hosted this week in our office. At the end of our presentation one guest asked an astute question about the “psychology” of the investor that is willing to look past some of the excesses in parts of today’s market and buy stocks given […]

To Inspire: As we step into this 4th of July weekend, it may be tempting to focus on the tremendous problems we face as a nation: growing violence, deep division; staggering poverty; and the continued breakdown of the family. But lest we move too far towards despair, I much prefer to shift our thinking to […]

To Inform: “Nothing is simpler than greatness; indeed, to be simple is to be great.” – Ralph Waldo Emerson. The concept of simplicity is one that we strive to help all of our clients achieve. One key way to simplify your financial life involves regularly reviewing and updating your beneficiary designations. Beneficiary designations done well […]