To Inform: Is Trump’s decision to raise tariffs from 10% to 25% on $200 billion dollars’ worth of Chinese goods impacting consumer behavior? It sure did at the Upton house. Here is the story: My wife has wanted to replace our kitchen floor for years. Our kitchen has the original vinyl flooring from when our […]
To Inspire: Tis the graduation season and I (Matt) always look forward to commencement addresses. This year did not disappoint as Lisa and I drove over to Blacksburg, VA for the graduation of our niece from Virginia Tech. The commencement address was given by Frank Beamer, the former longtime head football coach and a man […]
To Inform: I’m sure all of us are tired of seeing trade talks pop up in the news, and wish it would be done already…too bad! In most recent news, talks between the U.S. and China have not completely collapsed, but tensions between both parties continue to escalate. A quote from Brian Westbury, Chief Economist, […]
To Inspire: Source: www.guideposts.org A recent article from the April issue of Guideposts Magazine caught my (Matt) attention. The author, Kevin Curry, shared how he had used his own struggle with depression to build an entirely new career that helps others. I thought that sharing his story in this issue of Wealth Notes might […]
To Inform: Earlier this week, the S&P 500 index officially closed at a new all-time high, eclipsing the last high achieved on September 20th of last year. Courtesy of Yahoo Finance, here is what the chart of the S&P 500 looks like from September 20th of last year through the close on April 23rd of […]
To Inspire: In our last two WealthNotes, we shared ways to build good habits and break bad ones – as shared in James Clear’s New York Times bestseller, Atomic Habits. In this WealthNote, we share 8 great habits that are almost universally shared by people who have built considerable wealth. These are based on findings […]
To Inform: We hope you enjoy this short video that focuses on current financial market topics featuring Chief Investment Officer, Travis Upton!
To Inspire: We received very positive feedback from our inspirational WealthNote on building good habits – habits that help us live a great life – a life of joy, of purpose, of passion. The strategies we shared were taken from a book that both Travis (Upton) and I (Matt) are reading by James Clear, Atomic […]
To Inspire: Travis (Upton) and I (Matt) both are reading Jim Clear’s book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones. We’re finding it tremendously helpful in our own journey to live a great life – a life of purpose, of joy, of using time wisely. We recommend […]
To Inform: Earlier this week, Fidelity Investments hosted a lunch with a senior member of their Capital Market Strategy Group to provide their views on the markets. I (Travis) had the privilege of attending the lunch and it was a terrific opportunity to consider how Fidelity’s thoughts on markets line up with how we are […]