To Inform:   Years like 2022 when both stocks and bonds decline are rare. Because of the conservative assumptions built into the financial plans of the clients we have the privilege of serving we know those plans can tolerate years like this. Nonetheless, it’s sometimes hard to find silver linings in market drawdowns. One silver […]

To Inspire:   Earlier this week I (Matt) attended the funeral Mass of a dear friend, Tom Lynch, who died a week ago at the age of 83. Earlier in his life Tom was best known as the owner of Woodhouse Lynch Clothiers, the haberdasher for all of the bankers and lawyers in and around […]

To Inspire: Welcome to September! I’m a proud Rotarian, and for Rotary, September is Literacy Month – a topic near and dear to my heart. I know I’ve discussed my love of reading in previous WealthNotes (like this one: Easy Way to Increase Your Empathy) so you may not be surprised to hear that I […]

To Inform: Wednesday night I attended the programming season kickoff event for the Columbus CFA (Chartered Financial Analyst) Society. I had a front row seat for a panel discussion concerning “The Portfolio for the Future.” Panelists included the President/CEO of an institutional asset manager, the CEO/CIO of a local Private Wealth Firm and senior investment […]

To Inform:  On my desk is a copy of Anthony Sampson’s book, The Seven Sisters. The book details the history of seven of the largest oil companies that formed in the years after the breakup of John D. Rockefeller’s Standard Oil. It highlights some of the drama and political intrigue behind the discovery and exploration […]

To Inspire: Matt Palmer recently shared insights with us on the importance of gratitude (What I Am Grateful for Today). His backdrop was the multi-car pile-up that included his daughter. There was considerable property damage, but no injuries. He was incredibly grateful. I for one need to be more mindful of my own gratitude, but […]

To Inspire: Music gives a soul to the universe, wings to the mind, flight to the imagination and life to everything. Plato Do you love music? For many, music is a great pleasure that brings a sense of well being and happiness. Music can encourage a sense of calm and fight depression and stress. Music […]

To Inform: Let us propose a thought experiment. Suppose that fussy old Prince John has usurped governorship of Ohio and he’s taxing you hand over fist. You and your spouse decide that you want to stick it to that criminal curmudgeon, so you take $1,500 of your taxes owed and give it to the private […]

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 […]