To Inspire: Fall is here. It’s Lisa’s and my favorite season of the year; nothing better than fall in Ohio! We even chose to get married in the fall – 38 years in just a few weeks! But in this issue of Wealth Notes, I’d like to focus not on the beautiful weather we’re about […]

To Inspire: Could a world-renowned violinist play unannounced in a public place and not draw a crowd? If this happened, would that say – if anything – about our ability to recognize beauty? There’s a post that goes around social media from time to time about this very thing – a world class violinist played […]

To Inspire:   Earlier this week I (Matt) attended the funeral Mass of a dear friend, Tom Lynch, who died a week ago at the age of 83. Earlier in his life Tom was best known as the owner of Woodhouse Lynch Clothiers, the haberdasher for all of the bankers and lawyers in and around […]

To Inspire: Welcome to September! I’m a proud Rotarian, and for Rotary, September is Literacy Month – a topic near and dear to my heart. I know I’ve discussed my love of reading in previous WealthNotes (like this one: Easy Way to Increase Your Empathy) so you may not be surprised to hear that I […]

To Inspire: Matt Palmer recently shared insights with us on the importance of gratitude (What I Am Grateful for Today). His backdrop was the multi-car pile-up that included his daughter. There was considerable property damage, but no injuries. He was incredibly grateful. I for one need to be more mindful of my own gratitude, but […]

To Inspire: Music gives a soul to the universe, wings to the mind, flight to the imagination and life to everything. Plato Do you love music? For many, music is a great pleasure that brings a sense of well being and happiness. Music can encourage a sense of calm and fight depression and stress. Music […]

To Inspire: July and August are great months for vacations. And I hope that many of you reading this have been able to get away for a vacation this summer. Rest is one of the reasons we all take a vacation. It give us an opportunity to unplug from our busyness and normal routines and […]

To Inspire: Gratitude is such an important part of living a great life. I (Matt) am particularly grateful today as our youngest daughter was in a multi-car pile up on the interstate yesterday and came out of it with no injuries. Nor were any others hurt. She was headed to Greenville, SC for the wedding […]

To Inspire:   Social scientists say that, generally, older adults report higher levels of happiness than younger adults, and often cite reason such as better financial stability and more stable relationships. Writer and social scientist Arthur C. Brooks says that happiness doesn’t happen by luck, but comes from personal work and careful attention. Brooks notes […]

To Inspire: Earlier this week, our firm was privileged to take (via charter bus) 44 women (clients and friends) for a daylong gathering at the Ohio Reformatory for Women (ORW) in Marysville. These women spent the day with a group of women incarcerated there – most serving sentences of 15 years or more. Many of […]