To Inform:  “When do I buy the dip in XYZ stock?” or “should I be worried about the dip in XYZ stock?” These are questions we’ve received quite a few times this year as it relates to individual stocks or even stock market indexes like the S&P 500. In attempting to answer that question, I […]

To Inspire: Despite being born and raised in Central Ohio, around ponds and creeks, I’ve always had an affinity for the ocean. I didn’t even see an ocean – the Atlantic – until my first visit to the East Coast when I was 16 years old. As an adult, I love being near the ocean […]

To Inform:   Back in 1979, a news reporter (Jane Fonda) and her camera operator (Michael Douglas) are unintentional witnesses to a SCRAM incident, an emergency core shutdown procedure at a nuclear power plant in California. The crew prevents a catastrophe, but the plant supervisor (Jack Lemmon) begins to suspect the plant is in violation […]

To Inform: Federal Reserve Chair Jerome Powell summed up the current environment well in a recent press conference: “The new Administration is in the process of implementing significant policy changes in four distinct areas: trade, immigration, fiscal policy, and regulation. It is the net effect of these policy changes that will matter for the economy […]

To Inspire: We learn more all the time about the importance of diet and exercise on brain health. According to neuroscience researcher and psychiatrist Dr. Dave Ramsey, there are ways to strengthen your brain through other small, evidence-based lifestyle changes. But first you need to know where you stand. Are you ready for a quiz? […]

To Inform: The Joseph Group had the great privilege (and a lot of fun!) hosting a crowd of clients and friend at our March Portfolios and Pints this past Tuesday in Hilliard. Joseph Group Partner and CEO Travis Upton and I fielded “questions from a hat” that had been submitted by clients and advisors. One […]

To Inspire: We’ve been working through four practices for unhurrying your life – as recommended by John Mark Comer in his best seller, The Ruthless Elimination of Hurry. The fourth practice is honoring the Sabbath. I (Matt) believe so strongly in this practice – it’s been a rich blessing in my life. And while this […]

To Inform: Tuesday, March 18 at 5pm we will hold our semi-annual “Questions from a Hat” Portfolios and Pints event at Crooked Can in Hilliard. These events are always fun, but I feel like attendance is always a little higher when there is volatility in the market…and right now we are definitely seeing market volatility. […]

To Inspire: How social are you? If you’re like many people, you might go hours each day without talking with anyone. After a while, you might find it easier to spend time alone versus calling a friend or visiting a neighbor, but research shows a life lived socially is best. For example, a recent research […]

To Inform: The last couple of weeks have been a rude wakeup call for market participants. After touching an all-time high on February 19th, the S&P 500 through this past Thursday’s close was 6.6% off the recent high. Before getting to the why and what we’re thinking about it, let’s examine the selloff in the […]