To Inform: We all remember the story of Goldilocks and the Three Bears. Goldilocks sought food and shelter in the home of the bears and found that porridge and bedding had to be just right to make her happy. Scientists and researchers have applied the “just right” principle to things like astrobiology, medicine, childhood development, […]

To Inspire: I’ve been so moved by the pictures and news stories of the men (now in their late 90’s and early 100’s) who were part of the D-Day Invasion of Normandy 80 years ago this week. Perhaps you saw the pictures of France’s president bestowing France’s highest military honor upon a number of these […]

To Inform: Recently, JPMorgan put out a presentation called “Principles for Successful Long-Term Investing.” The piece highlights seven concepts which, when followed, can “tip the odds in favor” of long-term investors. Over the course of the summer, we plan to use the “To Inform” portion of WealthNotes to highlight these seven concepts, and how The […]

To Inspire: The actor Tom Hanks says when he first hit it big, offers started streaming in, and he quickly learned a valuable lesson. To do the work that he wanted to do, to tell the stories he wanted to tell, he had to learn to say a difficult word: no. Hanks said in an […]

To Inform:  One of the privileges we have as financial advisors is the opportunity to learn about and meet with our clients’ children. Often, the children we meet are recent college graduates who have landed their first “real” job and are overwhelmed by the financial decisions they need to make. Do I save to a […]

To Inspire: I had lunch today with a friend I hadn’t seen for at least 7-8 years. We served together on a board overlapping for a couple of years as I finished my tenure, and he was just beginning his. I loved catching up on his life and learning some new things about him. Like […]

To Inform: The Joseph Group’s Head Trader and Investment Operations Associate Andrew Burkey often says, “What is the market telling me?” What this statement implies is there is information embedded in the price movement of the market and investors can sometimes benefit from looking at prices to determine a fundamental story. What is the market […]

To Inspire:   In 2023 a 15-year-old fan of billionaire William Buffett approached him at Berkshire Hathaway’s annual shareholder meeting and asked a simple question, “How do you avoid mistakes in life?” And while this very much seems like a big, complex question, Buffett had a short and simple answer, “You should write your obituary […]

To Inform: I love it when conversations I have during the week fit together. On Wednesday, I had a phone call with a client who said, “I read an article talking about gains in the market being tougher to come by going forward…the next time we meet, I’d like to talk about what we are […]

To Inspire: Are you or a loved one going through a difficult time right now? I (Matt) am seeing some challenging situations all around me right now – among clients, family, friends. The trials are different – some are health related, others relationship struggles, others job or financial. But all of them are real and […]