To Inform: Earlier this week we held our first live Portfolios at Panera event in many months. Alex and I had the opportunity to speak to a capacity crowd (it was a bit cozy in the room) and have a lively conversation on markets. Here is summary of key discussion items: Fed Rate Hikes On […]
To Inform: As you can imagine, we’ve had a lot of conversations about markets, the war in Ukraine and our thoughts on the direction going forward. For this “To Inform piece, “Chris” is a fictional character based on an amalgamation of clients and friends we have had recent conversations with. Why “Chris”? While we aren’t […]
To Inspire: In Winning with People, John Maxwell wrote about The Elevator Principal. In our relationships, we either lift people up or take people down. And he suggested that there are, essentially, four kinds of people: (1) adders, (2) subtracters, (3) multipliers, and (4) dividers. In other words, we are either the wind beneath […]
To Inform: It’s tax season! And I just realized this is the 20 year anniversary of my last busy season preparing tax returns. Fond memories – truly. As I reflect on those years, aside from the tax planning strategies I gleaned, I learned so much about HOW financial advisors can best work with tax preparers. […]
To Inspire: I have just started a new book, The Generosity Habit, by Matthew Kelly. I’m a big fan of Matthew’s talks and books – he shares wisdom with such practical insights. I thought our WealthNotes readers would enjoy hearing from his forward in the book: “I hear people say, I can do so little. […]
To Inform: I have a chair at home I sit in every morning where I have my coffee and devotional time. Often toward the end of that time I will read the Wall Street Journal and look at the news. The headlines and pictures of explosions in Ukraine stir a fury of emotions. Our prayers […]
To Inspire: Science shows there are many ways to increase your empathy, but there is one that’s easy to do just about anywhere, is inexpensive, and it’s fun: Read novels. Researchers at Yale have found that reading in general, and reading books in particular, correlates with improved cognitive function and a longer life. Great benefits, […]
To Inform: It seems like you can’t go an hour without seeing a headline about inflation, or interest rates, or Ukraine. These are all important developments for the market, but they’re all clearly getting their time in the sun. We’ve talked about those issues at some length, and they continue to be front page news. […]
To Inspire: While poking around his grandfather’s tobacco barn in Georgia years ago, 12 year old Derek Veal found an old suitcase filled with photographs – some more than 100 years old. The suitcase belonged to Derek’s grandmother, who had Alzheimer’s and lived in a nursing home. He took the pictures with him the […]
Welcome to the New Year! It’s been a crazy first month for a multitude of reasons. While the kickoff has been a bumpy ride so far, there are many reasons to be hopeful and I hope you and your business see that hope to fruition. A question we are often asked is what more […]