To Inform:  One of the interesting things about investing is that one can look to the past for parallels that can help navigate the present environment. We’re often asked how high we think inflation can go, and for how long. Sometimes in these conversations a repeat of the 1970s comes up as a worst-case scenario. […]

To Inspire: Thanksgiving is a favorite holiday for many of us. We gather with family and friends without the pressure of gift giving and we celebrate the many blessings that all of us have received. Earlier this week, I (Matt) was blessed to take 40 men (clients, friends, etc.) up to Marion Correctional Institution. There […]

    I’m sure many of us were hopeful that 2021 would be a better year and in many ways our hopes came to fruition. While we didn’t quite get back to business as usual, business owners and plan sponsors weren’t thrown a curveball like the CARES Act so far this year. In most cases, […]

To Inspire: Yesterday was Veterans Day. Begun on November 11, 1919, it was originally called Armistice Day and was chosen as the day to honor the 11th hour of the 11th day of the 11th month of 1918, which signaled the end of WWI. It was commemorated in 1921 with the burial of an unknown […]

To Inform:  Some things are hard – like open heart surgery, learning a new language, and negotiating with a hungry toddler. Charitable giving shouldn’t be hard, and a donor advised fund (DAF) can make it even easier. The saying “cash is king” doesn’t hold true for charitable giving. You can make a bigger impact – […]

To Inform: One of my favorite quotes is by Bradley Vinson, and it goes like this: Money is a tool. Used properly it makes something beautiful – used wrong it makes a mess!” This begs the question, who were some of the people that influenced your experience and path with savings and investing? For me, […]

To Inspire: You’ve probably heard the saying “it’s never too late to learn something new,” but actually diving into new hobbies or trying to learn new skills as adult can seem challenging. According to Tom Vanderbilt, author of Beginnings, one thing that often stands between us and learning a new skill is mindset, and embracing […]

To Inspire: Let’s continue our reflection on beauty as an important part of a great life. There are so many ways to experience beauty in our lives – allow me to offer five: Get outside. Every morning I take Ike, our 3 year old Bernese Mountain dog, to Wolfe park for a walk. It’s an […]

To Inspire:   I (Matt) came across this March 2019 blog post from a freelance journalist, Eric Carlson and thought you would enjoy it. Entitled Why Beauty is Important for our Lives and our Cities, Eric touches on a theme we’ve often reflected on – the importance of beauty in living a great life – […]

To Inform: If you pick up any newspaper or turn on a financial news channel you won’t have to wait very long to see something about inflation, supply chains, and shortages. We’ve all heard about the spectacular increases in used car prices, shortages in super markets, and a housing market that has defied expectations over […]