To Inspire: It has arrived. The annual Saturday night/Sunday morning when we “Spring Forward” and lose an hour of sleep. While one lost hour seems like it shouldn’t be problematic, most of us recognize that we’ll spend a few days adjusting to this new “time.” This year, daylight saving time (DST) begins on Sunday, March […]

To Inform: After months of studying a plethora of review material, I just sat for the first level of the CFA exam. It has been a joy to be immersed in a subject that I enjoy and desire to learn more about while studying nights and weekends. When this has been combined with the opportunity […]

To Inspire: All of us are invited to things – graduations, weddings, birthday parties, fundraisers. Bob Goff shares a lesson about invitations in his book, Love Does. Back in 2007 he and a buddy found themselves near the Library of Congress late onenight. They noticed a gate with the sign National Treasure 2 and quickly […]

To Inspire: It’s a leap year, a year with one extra day. Why do we do this? And what should we do with this extra day? Leap days are needed to keep our calendar in alignment with the Earth’s revolutions around the Sun. It actually takes the Earth a tiny bit longer than 365 days […]

To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]

To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]

To Inspire: I’m reading one of Bob Goff’s newest books, Undistracted: Capture Your Purpose, Rediscover Your Joy. Great book, we’ll be featuring it in our next issue of Harvest Magazine. In the chapter entitled, Finish Your Work, Bob shares the importance of seeing things through. It’s an important idea for all of us as we […]

To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]

To Inspire: Valentine’s Day is just around the corner, and while some cynics amongst us choose to ignore the holiday, many people recognize it as an opportunity to express love for romantic partners, family, and friends. And what better way to impress your loved one than with a handmade gift? Below are five examples of […]

To Inform:  “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]