To Inform: I (Theresa) grew up one of 6 kids in rural Ohio. From a very young age, I learned that we had “just enough.” My life was very simple but felt very rich. Everyone was always required to help out around the house/farm with upkeep. We were encouraged to work odd jobs, such as […]

To Inspire: Of course, we all know that any physical activity is a boon to our overall health. But a recent article in Harvard Medical School’s Health Beat publication shared five specific benefits (among many more) of walking. With good weather finally here, we thought sharing those might encourage all of us to do more […]

To Inform: Earlier this week our Chief Investment Officer, Alex Durbin, led an informative Portfolios at Your Place Zoom event which took a deep dive into markets and election history. Alex kept the conversation lively by including audience poll questions like this one: Which sector of the market performed best during the Biden Administration? Technology […]

To Inspire:   Cue tinny 70s TV music… “Reach out, reach out and touch someone. Reach out, call up and just say hi. Wherever you are, you’re never too far. They’re waiting to share your day!” This classic jingle from a Bell System (later AT&T) 1970s ad campaign might be frowned upon in today’s environment […]

To Inform:  Last year one of the biggest stories in markets was the performance of what was dubbed the “Magnificent Seven.” These stocks, largely technology related, surged higher on better earnings and hope for an end to the Fed’s hiking cycle. This year, these companies are a bit of a mixed bag, as cracks appear […]

To Inspire: Mark and I recently had breakfast with 15 guys from our high school class. One of the guys was in town visiting from Texas so we all got together to see him. We all had a great time – and the years seemed to evaporate as we told stories and caught up on […]

To Inform: I recently had a conversation with a friend and client regarding potentially selling shares in a stock he owns. During the conversation he said, “I read something that the stock may split. If that happens, I feel like I should hold on to make sure I capture the gains after the split.” Huh. […]

To Inspire: For Christians, this weekend is the most significant of the year. We enter into the Easter Triduum, the passion, death and resurrection of Jesus Christ. It is a time where we reflect deeply on the love God shows in sending His Son to suffer and die for our sins that we might have […]

To Inform: Shakespeare’s Juliet might say of our weekly publication, “that which we call WealthNotes by any other name would be just as inspirational and informative.” The idea that a name means something is inimical to her worldview. We will cut her some slack, though. After all, it was specifically her name that kept her […]

To Inspire:   With March Madness underway, many are focused on the action on college basketball courts, but here’s an incredible story of empathy, commitment, and perseverance off the court. Seven years ago, sixth grader Sam Cunningham was diagnosed with Acute Lymphoblastic Leukemia. He loved playing baseball and basketball and was a healthy, active kid. […]