To Inspire: I just finished a book study with a group of clients; discussing the book Life After Power: Seven Presidents and Their Search for Purpose Beyond the White House by Jared Cohen. Earlier today our group met, and we discussed the post presidencies of Herbert Hoover, Jimmy Carter, and George W Bush. Politics aside, […]

To Inform: “We have nothing to fear but fear itself.” These words were spoken by President Franklin D. Roosevelt in his first inaugural address in 1933. Regardless of your thoughts on FDR (I have a few), these words were a salve to a nation wracked by economic turmoil and social unrest. Not a year earlier […]

To Inspire: Thanksgiving is almost here. A quieter, family-filled time before the chaos of the holiday season gets underway, the very essence of the holiday is to express appreciation and thankfulness for the blessings in our lives. Gratitude is so important, but sometimes can be hard to find. Guideposts writer Rick Hamlin recently shared a […]

To Inform:   Estate planning is often viewed as a task reserved for the wealthy and admittedly not something most of us want to consider, but the truth is, everyone can benefit from having a solid estate plan in place. It’s not just about distributing assets after death; it’s about ensuring that your wishes are […]

To Inspire:   I had the privilege of interviewing OSU Professor Angus Fletcher at our recent Wealth Summit. Angus heads up Project Narrative, the world’s leading academic research initiative on the power and potential of our own life stories to help our brains heal from emotional trauma and to help us find greater purpose and […]

To Inform: Wow. The U.S. stocks posted a massive gain the day after the election of Donald Trump as the 47th President of the United States. The popular Dow Jones Industrial Average was up 1,508 points (+3.6%) on November 6th and all of the most closely watched U.S. indices (Dow, S&P 500, NASDAQ) closed at […]

To Inspire:   We talk a lot about memory, especially as we age. It’s easy to find tips on improving memory, but if you’re trying to remember what you walked into the next room for, you need to work on your prospective memory. “Memory usually means remembering things that have already happened. But prospective memory […]

To Inform: This time next week we’ll (hopefully) know the winner of this coming Tuesday’s presidential election. There are enormous policy implications of a Trump or Harris administration and today the race sits on a knife’s edge. We’ll sort through a few key indicators – polling, betting markets, and market action – to get a […]

To Inspire: Do you know the story of St. Phocas the Gardener? A Christian who lived on the coast of the Black Sea in the third century, Phocas had a desire to please God but had few skills or talents. But there was one thing he did well – very well in fact – and […]

To Inform: After one of the longest “pauses” – that is, the period between the last hike in the Federal Funds rate and the first cut – in US history, the Federal Reserve Open Market Committee cut interest rates by 0.5% last month, surprising many who were expecting a cut of 0.25%. This first of […]