To Inspire: Two of my colleagues (Angie Eversole and Michelle O’Brien) and I were talking about the growth in new clients that we are experiencing right now. Our team is very excited; we love helping people live a great life – whatever that means to each client we serve. And to be impacting more and […]

To Inspire: Mind the Gap. If you’re lucky enough to have traveled to London and rode the Tube (London’s underground subway system), you certainly heard those words. And while in most Tube stations today that safety warning comes from a digitized voice, one station retains a 50-year-old version by actor Oswald Laurence. If you’re not […]

To Inspire: We hosted an open house last night for our new office and were so touched that nearly 300 guests (clients, friends, etc.) were able to come. I led a couple of formal tours during the open house and shared a bit of our company’s history. I shared the impact that Mark’s and my […]

To Inspire:   John Cena, professional wrestler, actor, and world record wish-granter. Last Fall, Cena was recognized by the Guinness Book of World Records for granting the most wishes through the Make-A-Wish foundation. John Cena has granted more than 650 wishes. I’m not a fan of professional wrestling, but John Cena has a level of […]

To Inspire:   Easter is the high point of the Christian year in which Christians enter into the mystery of God’s love, shown in the death and rising of Christ. That resurrection is new life, eternal life, into which Christians are baptized and through faith, live out. How appropriate that Easter happens in the spring […]

To Inspire: Officially, it is Spring, my second favorite season. Almost exactly two year ago, on April 1, 2021 I wrote a WealthNotes article about spirituality and gardening. In that post I talked a little about my love of gardening, and the seeds I started that year to get a jump on the growing season […]

To Inform: Earlier this week, Travis and I had the pleasure of meeting with a fund manager we’ve known a long time who manages a global fund held in many of our client portfolios. The visit seemed particularly well-timed, as market participants obsess over Federal Reserve policy, bank stress, and other topics of the day. […]

To Inspire: For Christians, this is the season of Lent – a time of reflecting more deeply on Christ’s death and resurrection and choosing to take on our own acts of self-denial, prayer and almsgiving. Many choose to fast from alcohol, sweets or coffee. Others take on extra works of charity or more frequent times […]

To Inspire: This year we’re sharing insights from some of the books we find inspirational and informative. Matt Palmer recently talked about Arthur Brooks’ newest offering, “From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life.” (If you missed that, read it here.) This week, I (Michelle) have been […]

To Inspire: In the last two weeks, I (Matt) have been reflecting on change and how it impacts our lives. No doubt that’s been spurred because our firm has just moved our offices – from the Arena District, where we had outgrown our space, to the Brewery District, where we now are in larger space […]