To Inform:  Today marks the close of the second quarter of 2024, and we are half-way through the calendar year. Let’s look at some broad observations for how 2024 is shaping up across asset classes. High quality bonds are basically flat year-to-date (based on the Bloomberg Aggregate Bond Index). Heading into the year, expectations were […]

To Inspire: Dear Clients and Friends – what a joy to spend Wednesday evening with Archie Griffin, our featured guest for our Spring Wealth Summit. Perhaps the best comment ever made about Archie came from his coach, Woody Hayes. He once shared, “He’s a better young man than he is a football player, and he’s […]

To Inform: Deciding whether to buy or rent is a question that seems to have no definite answer, depending on who you ask. If you ask any existing homeowner, nine times out of ten, the answer is “Buy! It builds equity.” If you ask anyone in their 20’s or early 30’s they might respond with, […]

To Inspire: Team USA hurdler Dylan Beard is not your average elite athlete. As an unsponsored athlete, Dylan trains as hard as any Olympic hopeful, but when he’s not training, Dylan works behind the deli counter at Walmart. Dylan surprised the track and field world with an incredible win in the 60-meter hurdles at February’s […]

To Inform: This week we continue our series on “Principles for Successful Long-Term Investing.” These are concepts which can “tip the odds in favor” of long-term investors, based on a presentation from JP Morgan. Today’s focus – planning to live a long time. Earlier this week, Theresa LeChard, our Senior Wealth Advisory Associate, and I […]

To Inspire: New Year’s resolutions are tough. As we’ve discussed here before, more than 90% of resolutions fail – often by the time February rolls around. And while there are some tips and tricks to help stick to a New Year’s resolution, social psychologist Janina Steinmetz says making a summer resolution instead could turn out […]

To Inform: We all remember the story of Goldilocks and the Three Bears. Goldilocks sought food and shelter in the home of the bears and found that porridge and bedding had to be just right to make her happy. Scientists and researchers have applied the “just right” principle to things like astrobiology, medicine, childhood development, […]

To Inspire: I’ve been so moved by the pictures and news stories of the men (now in their late 90’s and early 100’s) who were part of the D-Day Invasion of Normandy 80 years ago this week. Perhaps you saw the pictures of France’s president bestowing France’s highest military honor upon a number of these […]

To Inform: Recently, JPMorgan put out a presentation called “Principles for Successful Long-Term Investing.” The piece highlights seven concepts which, when followed, can “tip the odds in favor” of long-term investors. Over the course of the summer, we plan to use the “To Inform” portion of WealthNotes to highlight these seven concepts, and how The […]

To Inspire: The actor Tom Hanks says when he first hit it big, offers started streaming in, and he quickly learned a valuable lesson. To do the work that he wanted to do, to tell the stories he wanted to tell, he had to learn to say a difficult word: no. Hanks said in an […]