To Inspire: July and August are great months for vacations. And I hope that many of you reading this have been able to get away for a vacation this summer. Rest is one of the reasons we all take a vacation. It give us an opportunity to unplug from our busyness and normal routines and […]
To Inform: An up or down move of 20% is commonly used to define bull and bear markets. By that definition, the NASDAQ index, which is heavily weighted toward technology stocks, is in a new bull market. The NASDAQ index hit a low of approximately 10,646 on June 16 and traded at 12,854 on August […]
To Inform: “What’s in a name? That which we call a rose by any other name would smell as sweet.” This line from Romeo and Juliet highlights a very important principle – what matters is what something is, not what it is called. There’s been some debate over the meaning of the word “recession” over […]
To Inspire: Gratitude is such an important part of living a great life. I (Matt) am particularly grateful today as our youngest daughter was in a multi-car pile up on the interstate yesterday and came out of it with no injuries. Nor were any others hurt. She was headed to Greenville, SC for the wedding […]
To Inspire: Social scientists say that, generally, older adults report higher levels of happiness than younger adults, and often cite reason such as better financial stability and more stable relationships. Writer and social scientist Arthur C. Brooks says that happiness doesn’t happen by luck, but comes from personal work and careful attention. Brooks notes […]
To Inform: Last night I had the privilege of attending the meeting of a local investment partnership. This group of savvy business owners and professionals meets monthly to enjoy amazing food, allocate capital within their investment fund, and serve as a “think tank” for local and global economic conditions. Part of the meeting involves reviewing […]
To Inspire: Earlier this week, our firm was privileged to take (via charter bus) 44 women (clients and friends) for a daylong gathering at the Ohio Reformatory for Women (ORW) in Marysville. These women spent the day with a group of women incarcerated there – most serving sentences of 15 years or more. Many of […]
To Inform: An interesting question was posed to House Speaker Nancy Pelosi this week: “Over the course of your career has your husband ever made a stock purchase or sale based on information he received from you?” The answer was, of course, “No, absolutely not.” This isn’t a partisan issue as Congressional Representatives from both […]
To Inform: Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]
To Inspire: A select group of clients and I have been working through a mid-year assessment—considering: What did you set out to do at the beginning of the year? Where are you at this midpoint of the year? What went right? What went wrong, and why? What are you regretting? What’s your next step? Brené […]