To Inspire: It’s a leap year, a year with one extra day. Why do we do this? And what should we do with this extra day? Leap days are needed to keep our calendar in alignment with the Earth’s revolutions around the Sun. It actually takes the Earth a tiny bit longer than 365 days […]
To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]
To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]
To Inspire: I’m reading one of Bob Goff’s newest books, Undistracted: Capture Your Purpose, Rediscover Your Joy. Great book, we’ll be featuring it in our next issue of Harvest Magazine. In the chapter entitled, Finish Your Work, Bob shares the importance of seeing things through. It’s an important idea for all of us as we […]
To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]
To Inspire: Valentine’s Day is just around the corner, and while some cynics amongst us choose to ignore the holiday, many people recognize it as an opportunity to express love for romantic partners, family, and friends. And what better way to impress your loved one than with a handmade gift? Below are five examples of […]
To Inform: “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]
To Inspire: I’m re-reading Holy Moments, an inspiring little book by Christian speaker and author, Matthew Kelly. In the book Matthew speaks of the power of using everyday tasks and encounters to show love, respect, and compassion. He calls these holy moments. Mother Theresa once said, “Not all of us can do great things. But […]
To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]
To Inspire: Believe it or not, here we are at the last weekend of January. How are your 2024 resolutions going? If you are struggling already, don’t feel bad. The second Friday in January is known as Quitters Day – the day when many people give up on their resolutions. So let me suggest a […]