To Inform: “It’s tough to make predictions, especially about the future.”  – Yogi Berra Most mornings as I’m having my coffee, after a devotional and quiet time, I look at my CNBC app to check pre-market trading and the major headlines for the financial markets. For the early morning of March 17, here is the […]

To Inspire: This year we’re sharing insights from some of the books we find inspirational and informative. Matt Palmer recently talked about Arthur Brooks’ newest offering, “From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life.” (If you missed that, read it here.) This week, I (Michelle) have been […]

To Inform: “So, on behalf of the people of this country, to prevent a recession, yes or no Chairman Powell, will you pause future interest rate hikes?” This question was posed to Federal Reserve Chairman Jerome Powell by Rep. Ayanna Pressley from Michigan this past week as the Chairman testified before Congress. Powell ultimately responded […]

To Inspire: In the last two weeks, I (Matt) have been reflecting on change and how it impacts our lives. No doubt that’s been spurred because our firm has just moved our offices – from the Arena District, where we had outgrown our space, to the Brewery District, where we now are in larger space […]

  By now, I’m guessing that most people reading this have heard that the Secure Act 2.0 was passed by Congress and signed into law late last year. The second iteration of the Secure Act was crafted with the intention of increasing employee retirement savings while also expanding access to company retirement savings plans. With […]

To Inform: An article in Thursday’s Wall Street Journal started with the sentence, “Stronger-than-expected manufacturing data Wednesday pushed stocks lower…” Wait, what? Isn’t better than expected data supposed to be good for markets? Sometimes that’s the case, but the current market environment is one of mixed signals as the market wrestles with the prospects for […]

To Inspire: In America, we love to celebrate athletic achievements. Whether it’s the Heisman Trophy awarded to College Football’s best player, or the Golden Glove in Major League Baseball awarded to an outstanding fielder at their position, winning one of these awards can be the apex of a professional athlete’s career. NFL players have a […]

To Inform: How do I fund education costs for my kids and grandkids? This is one of the perennial questions that parents and grandparents face when it comes to education costs. 529 accounts have long been the answer for people looking for tax-deferred growth for education expenses (if you’re unfamiliar with 529s, be sure to […]

To Inspire:   When was the last time you felt awe? Awe is defined as a feeling of reverential respect mixed with fear or wonder. But beyond the dictionary definition, awe blows us away: It reminds us that there are forces bigger than ourselves. Last month I had the opportunity to see my favorite band perform […]

To Inform: Markets take a circuitous path to the future. Investing is rarely a “linear” discipline. It’s better thought of as a “chaos system” akin to understanding the weather. In less scientific terms, markets are a “whack-a-mole” of risks and opportunities, all presenting themselves at different times and in varying fashions. Sometimes markets behave rationally, […]