To Inform: If I surveyed a room of our clients and asked what phrase comes to mind when they hear the word “Timex” it wouldn’t take long before someone called out “takes a licking but keeps on ticking!” In researching old advertisements, I found a commercial from the 1970s that showed a long-haul trucker telling […]

To Inspire: The Memorial Tournament starts on Monday. Although I’m not a golfer, I’m very aware that it is one of golf’s greatest traditions, now spanning 50 years since the inaugural tournament in 1976. The tournament began as a dream of Columbus native Jack Nicklaus – to build a championship caliber course here in Columbus […]

To Inform: Many of us have heard the phrase, “control what you can control.” There are many things we can’t control when it comes to investing and financial markets. We are at the mercy of investor emotions, the business cycle, geopolitics, and a host of other things. Despite this there are a good number of […]

To Inspire: Farmer Rudy Neish, 77, suddenly found himself in an unfamiliar position – caretaker and cook. His wife, Linda, handled all the cooking until her health started to decline. Fortunately, a neighbor who loves to cook has stepped in to help. Rudy and Linda have been married for 26 years. Rudy told The Today […]

To Inform: Yesterday, we had the Chief Investment and Portfolio Strategist for iShares, Gargi Chaudhuri, in The Joseph Group’s office and we had a terrific discussion about the current state of the markets. Our conversation covered a lot of ground, but I want to share two key questions we discussed: With everything going on the […]

To Inspire: I’m revisiting a book in my library entitled The Mirror: 7 Steps to Reflect the Life You Want, by Tim Howard and Maria Spears. Here’s an excerpt from Maria – found in the foreword of the book, as well as the seven steps themselves: Do you feel stuck in your life? Do you […]

To Inform: There are a few sayings in the investment world that stick in your mind and are useful in different seasons. One such saying I’m thinking of right now is John Maynard Keynes’ oft-quoted “Markets can remain irrational longer than you can remain solvent.” Now, the use of this quote requires an answer to […]

To Inspire:   Do you consider yourself a happy person? You might think your happiness level as an adult is set, but neuroscience says you actually do have some control over it. Elissa Epel, PhD, professor at the University of San Francisco says, “We have more control [over our happiness] than we think. We can […]

To Inform: If you’ve inherited (or expect to inherit) an IRA, you’ve probably heard that the rules have changed. Thanks to legislation like the SECURE Act that passed in December of 2019, beneficiary IRAs (also called inherited IRAs) now come with a set of guidelines that split beneficiaries into two main camps: eligible and non-eligible. […]

To Inspire: I’m fortunate to truly love what I do – serving clients as a financial advisor has been a true blessing. But I know that others in my age bracket have lost their passion for their job or career. They’ve been doing it for a long time, and they’ve lost their love for their […]