To Inform: This past Wednesday the Fed met for the second meeting of new Fed Chair Kevin Warsh’s term and chose to keep short term interest rates unchanged at the 3.75% upper bound. It is worth noting keeping rates unchanged was not a slam dunk. Odds based on Fed Funds futures were 66% in favor […]

To Inspire: His name is Delphonso. He was standing outside our office building with a cardboard sign asking for money to help him with rent. I was in my car headed into our parking garage, but our eyes met and I was within 5 yards of him, so I pulled over and rolled down my […]

To Inform: A little more than halfway into the year, I thought it would be interesting to revisit one of the themes we flagged at the beginning of the year and see how it is playing out. Our “Rates Higher for Longer for Longer” theme was written with a certain cheekiness, with an extra “for […]

To Inspire: I listen to the Ed Mylett Show, a podcast on living with purpose and becoming the best version of yourself. Ed is a Christian entrepreneur and uses his podcast to interview individuals from all walks of life who have pursued greatness in their lives. On a recent podcast Ed shared an interesting story […]

To Inform: When I’m looking at returns for the objectives-based portfolios we have the privilege of managing for clients, I find it informative to look at the underlying asset classes to see which have contributed most to the return and which have been laggards. I also find it helpful to look forward and think about […]

To Inspire:   Have you ever stepped into a situation and immediately complained about something? You walk into a meeting, or a friend’s house, or your own house, and the first thing you say is “traffic was terrible.” I think we’ve all done that, but there is research that shows the first four minutes of […]

To Inform: The “Wall of Worry” is a mythical structure on Wall Street whose bricks are comprised of all the fears that investors are dealing with at a point in time. The phrase first came into use in the 1950s, and it is now often said that “markets climb the wall of worry.” This wall […]

To Inspire: Recently I told our summer intern the only thing I don’t love about marketing is that by always planning things for the future it sometimes feels like time is rushing by. Right now, for example, I’m working on events and projects for October and November. In my personal life, I’m excited for a […]

To Inform: My family and I attended a Columbus Clippers baseball game this week and as I sat there listening to the sounds of America’s pastime, I glanced at the sky and noticed a jet airliner on its climb out of Port Columbus. As the plane glided effortlessly through the hazy air my mind flashed […]

To Inspire: Few holidays are more fun than July 4th. Having grown up in Bexley and still living there, my siblings and I love our Bexley parade, cookouts or get-togethers with family and friends and of course the Bexley fireworks. I trust you too will enjoy time with family and friends. But as all of […]