To Inform:  Earlier this week I had a call with a client and he said, “I’ve been away and haven’t been following the markets too closely. I only have about 10 minutes – what is important for me to know?” We had a terrific brief conversation which focused on four key points, and I’ll share […]

To Inspire:   Is your wealth changing you or are you changing your wealth? It’s an interesting question isn’t it? When I refer to wealth, I mean whatever level of financial resources one has. I ask the question because so many of those reading this (our clients and friends) have (or will) reached a comfortable […]

  Well, we’re here. It’s 2021 and we are starting to see the light at the end of the COVID tunnel. As vaccines are ramping up there is a general sense of “the end is now in sight” for much of our country’s most at risk population. I hope you are feeling as optimistic as […]

To Inform: We’ve written and talked about inflation a number of times over the past several months. For a period in early 2020, inflation was the least of anyone’s concerns (most strikingly when the April contract of WTI Crude Oil went to -$40 a barrel). We’re not yet at levels of inflation where one must […]

To Inspire: Here we are, closing in on one year of pandemic life, and, if you’re in Central Ohio (or much of the Eastern United States), socked in by snow and below freezing temperatures. What to do? Why not take a look out your window and see the beauty of the world. Birdwatching: Winter is […]

To Inform: In December, TJG Portfolio Manager Alex Durbin and I had the opportunity to have a terrific meeting at a client’s home (with appropriate social distancing). In addition to enjoying some amazing Christmas cookies, we had an interesting discussion about an area of the financial markets which typically flies under the radar – municipal […]

To Inspire:   I’m a football fan in my mid 60s. And I played football in high school and college (small college football – Woody just wouldn’t take a look at me!) With the Super Bowl coming up this weekend, I read with interest and a touch of nostalgia Ben Shpigel’s January 22, 2021 New […]

To Inspire: We humans are an interesting lot. At the drop of a sparkly ball in Times Square, we welcome each new year, in anticipation that the year ahead will exceed the year just past. Less than three weeks later, we celebrate “Ditch New Year’s Resolution Day,” and focus our thoughts on Groundhog Day, wishing […]

To Inform: What a difference a couple months can make! Early in December we hosted a webinar on “Post-Election Year-End Planning Strategies” where we discussed among other things, the Biden Tax Proposal. At the time, all eyes were on Georgia. If the Republicans were to win only one of the two senate seats, much of […]

To Inform: As a new Presidential administration takes office, the stock market isn’t the only thing moving higher…so are measures of inflation. Over Christmas break, we hosted a small COVID-safe family gathering at our house. Over dinner, my amazing mother-in-law, who appreciates finding good deals while shopping as much as I do, asked: “is it […]