To Inform: This past week I had the privilege of being a guest speaker at two different meetings of Investment Clubs/Partnerships. It was fun for me to join in the discussion and hear their thoughts about the current market environment and where they believed opportunities exist in today’s market. These savvy investors were largely looking […]

To Inspire: I (Matt) came down with the flu this week so was home for a couple of days. While resting I did some reading on intermittent fasting and was impressed with its benefits. In this issue of Wealth Notes, I thought I’d share some of those benefits with all of you as you pursue […]

We have likely heard the latest phrase in the news “forever labor shortage” or perhaps you are even experiencing this right now in a hiring process. To some, it certainly feels like the economy is humming along and creating jobs, but finding the right candidate to fill a role is becoming increasingly difficult. To others, […]

To Inform: “Roads? Where we’re going we don’t need ‘roads’.” When Doc Brown uttered these words to Marty McFly at the end of the Robert Zemeckis hit Back to the Future it is possible some viewers might have believed him. Investors might have had similarly optimistic views for the prospects for Japanese stocks, an investment […]

To Inspire: It has arrived. The annual Saturday night/Sunday morning when we “Spring Forward” and lose an hour of sleep. While one lost hour seems like it shouldn’t be problematic, most of us recognize that we’ll spend a few days adjusting to this new “time.” This year, daylight saving time (DST) begins on Sunday, March […]

To Inform: After months of studying a plethora of review material, I just sat for the first level of the CFA exam. It has been a joy to be immersed in a subject that I enjoy and desire to learn more about while studying nights and weekends. When this has been combined with the opportunity […]

To Inspire: All of us are invited to things – graduations, weddings, birthday parties, fundraisers. Bob Goff shares a lesson about invitations in his book, Love Does. Back in 2007 he and a buddy found themselves near the Library of Congress late onenight. They noticed a gate with the sign National Treasure 2 and quickly […]

To Inspire: It’s a leap year, a year with one extra day. Why do we do this? And what should we do with this extra day? Leap days are needed to keep our calendar in alignment with the Earth’s revolutions around the Sun. It actually takes the Earth a tiny bit longer than 365 days […]

To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]

To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]