Wealth Notes is a regular digest provided to you: our valued clients and friends. Our goal with each issue of WealthNotes is to provide you with two perspectives on wealth: one that aims to inspire and the other that aims to inform.
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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 Inspire: Mark and I (Matt) were privileged to attend the OSU College of Social Work Scholarship Dinner earlier this week. The dinner celebrates the field of social work and recognizes students at OSU who are pursuing a Master’s Degree in Social Work. The Joseph R. Palmer Memorial Scholarship is given each year to a […]
To Inspire: Perhaps you have heard of Open Door Art Studio & Gallery here in Columbus, Ohio. Open Door is home to 112 artists with disabilities. They have access to the studio Monday through Friday to enjoy “expression without limitation.” On Wednesday, March 20th, we held our second Women’s GatHERing at Open Door Art Studio […]
To Inspire: Two weeks ago, CBS Sunday Morning shared the touching story of 11-year-old Ruby Chitsey of Harrison, Arkansas who sometimes joins her mom Amanda, a nurse, when she travels to local nursing homes to provide basic medical care. It was on one of those visits that Ruby started going into residents’ rooms with her […]
To Inspire: Perhaps you’ve heard of Meb Keflezighi, a world-class marathoner and an American citizen originally from Eritrea – a small war-torn country on the horn of Africa. For all of us facing the challenge of aging, Meb’s story (shared in the March 2019 issue of Guideposts Magazine) is a great inspiration. Meb Keflezighi* […]
To Inspire: I (Matt Palmer) am just getting back from a four-day trip to visit our daughter, Mary Grace, who is doing a year of volunteer work at the St. Joseph Center which serves individuals and families experiencing homelessness on the west side of LA. Here is a quick video that shares my experience at […]
To Inspire: Have you noticed how challenging it is to become the person you want to be, the best version of yourself? Benjamin Franklin desired to become the best version of himself; he shared in his own journal that he wanted to be a man of high moral character, a virtuous man. And as a […]
To Inspire: The magazine Cure is free to cancer patients, survivors or caregivers. Source: https://curetoday.com Its recent “bonus” issue includes an article titled “Keeping The Faith”. Patients with cancer who have a religious or spiritual belief system report better physical health, according to the results of a meta-analysis of studies involving more than 32,000 […]
To Inspire: Tommy Spaulding, our good friend and nationally known speaker and author, shared in his January 22nd blog that a recent study indicated that the average person in this country will influence up to 80,000 people in their lifetime – either positively or negatively. Here was Tommy’s reaction: That is profound. I can’t stop thinking […]
