To Inspire: I don’t know about you but I’m getting tired of this cold weather! Last night When I got home from the office, I made a fire in the fireplace. Within a few minutes, everything was different. Our living room was brighter, warmer, more comfortable. Even my mood changed – from being tired and […]
To Inform: Financial markets have gotten off to a volatile start in 2022 with interest rates rising and the closely watched S&P 500 index of U.S. stocks down approximately -6% (through January 20) with many technology stocks down even more. Within our Investment Strategy Team meetings, we’ve said that when the market has a more […]
To Inspire: “The act of writing itself is like an act of love,” Georges Rodenbach, 19th century Belgian poet I recently subscribed to a greeting card subscription service based here in Central Ohio. Every other month they send me a collection of four or five beautiful letter press cards – some funny, some touching, some […]
To Inform: It’s fair to say that 2022 started with a bang. Reminiscent of the start to 2021, bond yields took off in the first week of 2022, with the yield on the US 10-Year Treasury Bond rising from 1.51% on December 31 to an intraday high of 1.80% on January 7. This increase in […]
To Inform: The first week of the year is a time to look back, compile the official market data for the prior year, see what worked and what did not work, and use it all to inform decisions for the year ahead. Let’s look at some observations across major asset classes. Note: Index Return data […]
To Inspire: For many, New Year’s Resolutions create extra stress. We feel the need to have some – but after years of failing to keep them, we dread the thought of once again setting ourselves up for failure. How about an entirely new perspective on New Year’s Resolutions? Instead of setting overly ambitious goals, […]
To Inform: “Bah! It’s humbug still. I won’t believe it!” These words, uttered by Ebenezer Scrooge in Dickens’ novel “A Christmas Carol” come just before the ghost of Scrooge’s old partner Jacob Marley pays him a visit. Hearing a disturbance down the hall, Scrooge dismisses it. Sometimes investors make the same mistake Scrooge did. We […]
To Inspire: It’s Christmas week! For Christians, we celebrate in a special way this week the gift God has given us in Christ. For everyone, Christian or not, it has become is a season of family time and gift giving – a season of joy! Joy is sometimes difficult to define but in this special […]
To Inform: As we approach the end of a year there are typically multiple studies which look at past history for clues regarding what the market may do in the upcoming year. In this To Inform piece of WealthNotes, we’re going to look at two history pieces from highly regarded firms for clues regarding what […]
To Inspire: The holidays should be a time of joy, and while this holiday season may be better than the last, it’s still been a rough couple of years with a lot of uncertainly and a lot of loss. So what can we do to help ourselves feel joy? According to author Brene Brown, after […]