To Inform: There’s an old Halloween song that goes like this: “I was working in the lab late one night when my eyes beheld an eerie sight, for my rotation trade from his slab began to rise, and suddenly, to my surprise he did the AI smash.” Ok, so it didn’t go quite like that. […]

To Inspire: If you’re like most people, there’s a person in your life that is challenging for you. Perhaps their personality grates on you or they have habits or attitudes that really bother you. But because they’re family or a close friend or colleague, you can’t simply avoid them. What to do? Try changing your […]

To Inform: Don’t blink now, but the end of October is right around the corner! At this point, Christmas decorations are creeping into and starting to takeover stores. What does this mean? Before the craziness of the holiday season begins, now is the perfect time to review your financial picture, wrap up any loose ends […]

To Inspire: I continue to reflect on leadership – in our families, workplaces and communities. To be an effective leader, we must be able to draw people to us. Leadership expert and author John Maxwell refers to this trait as charisma. Not that we need some kind of sparkling magnetic personality. But simply that we present ourselves to […]

To Inform: Over the last few weeks, a big topic within the Investment Strategy Team meetings at The Joseph Group has been TIPS – Treasury Inflation Protected Securities. Clients holding certain portfolio strategies we have the privilege of managing on their behalf may have noticed trade confirmations recently as we seek to take advantage of […]

To Inspire: It’s a rainy Friday here in Central Ohio, so I’m going to share a feel-good story that will hopefully bring a smile to your face. A story about a little boy’s simple gesture that brought a neighborhood together. Four-year-old Roman Butzlaff of Concord, North Carolina loves to connect with people. If you walk, […]

To Inform: Earlier this week, I had the opportunity to go to Austin, TX for an investment conference hosted by a large asset manager. The weather was wonderful, with sunny skies and average temperatures around 80 degrees, which the locals tell me was a noticeable drop from the previous weeks. Another wonderful outcome was the […]

To Inspire:   Last night I was fortunate to attend St. Charles Preparatory School’s annual fundraiser, “An Evening With….” In recent years presenters for this special evening have included Tim Tebow, Dick Vitale, Dan Rooney, and Cardinal Avery Dulles. Last night’s presenter was Jason Redman, a decorated Navy Seal, now retired, who, in addition to […]

To Inform: “You’re traveling through another dimension, a dimension not only of sight and sound, but of mind.” In this week’s episode of Wealthnotes we’re going to take a page out of Rod Serling’s book and picture a scenario where investors travel through another dimension, to September 2021. Five years ago, stocks had recovered all […]

To Inspire: The Columbus Metropolitan Club hosted a conversation earlier this week with James Clear, the New York Times best-selling author of Atomic Habits: An Easy and Proven Way to Build Good Habits and Break Bad Ones. Todd Walter and I hosted a table at the event – here are ten takeaways: What do I […]