To Inspire: Being helpful is always the right move, whether that means investing your time, money or energy. While it may be more challenging to help right now, it’s really more important than ever. But not only does being helpful make the world a little bit better, it actually can make you physically better. Here […]
To Inform: How many of us routinely consider the question each year “how much am I eligible to contribute to my IRA or Roth IRA?” Many of us do, as we want to save as much as we can for our retirement goals while accomplishing them as tax-efficiently as possible. How many of us ask […]
To Inform: For fun, let’s start this Wealthnotes with a multiple-choice question. Which of these is correct? A. The S&P 500 was down – 3.1% for the 2020 year to date period ending June 30 B. The S&P 500 was down – 10.8% for the 2020 year to date period ending June 30 C. Both […]
To Inspire: Bruce Feiler has long explored the stories that give our lives meaning. Galvanized by a personal crisis, he spent the last few years crisscrossing the country, collecting hundreds of life stories of Americans in all 50 states who have been through major life changes—from losing jobs to losing loved ones; changing careers to […]
To Inspire: What makes a good life? Many people surveyed have said money or fame. Some have said success at work. But Robert Waldinger gave a Ted Talk to discuss a Harvard research project that has actually lasted more than 75 years studying this exact topic. Since 1938, researchers have studied two groups of men, […]
To Inform: Growing up, one of the most joyous weeks of the year was the week of the county fair. I raised hogs as 4-H projects and the fair was a culmination of a few months of hard (and pungent) work. I’ll always have a fondness for hogs and not just because they are the […]
To Inspire: Have you ever seen the Giant Sequoias in the northwestern United States? Also known as Redwoods, they are among the world’s largest and oldest trees – often growing to 300 feet in height (the height of a 26-story office building); 35 feet in width; and with bark that can be 3 feet thick! […]
To Inform: There is certainly not a shortage of topics to talk about as it pertains the economy and markets right now. Rising COVID cases in certain states, renewed lockdowns, the potential end of the recession which started in February (a bunch of June economic data was V-shaped and showed expansion), or the recent leadership […]
To Inform: Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]
To Inspire: We’re heading into this Fourth of July weekend with a history lesson on the Statue of Liberty and a story of perseverance by an American craftsman. The Statue of Liberty, as most of you probably know, was gifted to the United States by France, in honor of the U.S. centennial of independence. Built […]