To Inspire: Our dear friend and client Claudia Cook wrote a feature article for the Columbus Dispatch recently. We love that she has found a new hobby during the Covid pandemic and thought sharing excerpts from that article (Coronavirus Chronicles: Painting her way through the pandemic) might inspire some of you as to give thought […]

To Inspire: Next Wednesday, November 11, is Veteran’s Day. To salute our veterans, we are sharing an inspirational story about a veteran named Taylor Morris. Taylor joined the Navy out of high school and was responsible for Explosive Ordinance Disposal (EOD). Throughout his training, the underlying theme was always to improve your situation. Fast forward […]

To Inspire: We were privileged to host a virtual Wealth Summit event last evening that featured nationally known baker and philanthropist, Chet Fery, also known affectionately as The Bread Man. We were so touched by Chet’s sharing of his own background and how he transformed a retirement pastime of baking loaves of bread into an […]

The most popular class at Yale? Psych 157: Psychology and the Good Life. This “happiness course” was launched by professor Laurie Santos in 2018 and has been taken by a quarter of Yale students. Another 200,000 have taken the (free) online version. Talking recently about the impact of Covid on our mental health, Santos pointed […]

To Inspire: Success Consists of Going from Failure to Failure Without Loss of Enthusiasm ―Winston Churchill Carol Dweck wrote in Mindset, about how she observed ten-year-old kids struggling with a series of puzzles. One of them, confronted with a harder puzzle, “pulled up his chair, rubbed his hands together, smacked his lips, and cried out, […]

How you wake up in the morning affects your entire day. If you begin your morning with momentum, you can keep it up for the entire day. Hal Elrod was impacted significantly by the economic crash of 2008, with his health, finances and career all in a downward spiral. But then he researched the personal […]

To Inspire: Fortitude. It’s the strength of mind that enables a person to experience adversity with courage. In this issue of Wealth Notes, we share excerpts of an article on fortitude written for Success Magazine (September/October 2020 issue) by author, speaker and renowned teacher, Simon Bailey. Excerpts The Latin root of the word is fortis, […]

To Inspire: It’s amazing what a group of people can accomplish when they’re all working toward a common goal. Back in 2015, the small community of Galva, Illinois pulled together for what came to be known as The Amazing Harvest. Local farmer Carl Bates, 55, was diagnosed with a “fast, aggressive cancer.” When the word […]

To Inspire: I (Matt) am a big fan of James Clear, author of Atomic Habits and creator of the Habit Journal. Every Thursday I receive his 3-2-1 email blast which consists of 3 of his own ideas; 2 quotes from others; and 1 idea for the reader to ponder. Here’s a recent 3-2-1 that I really liked […]

To Inspire: Tomorrow marks the 19th anniversary of the September 11th terrorist attacks on the United States. Where were you? I was a young marketing research manager at that time and it still feels like yesterday. I still remember specific conversations and looks on people’s faces as the events unfolded. I remember a colleague named […]