To Inform:  Next Wednesday at 4:00pm, Alex Durbin and I will be hosting our quarterly Portfolios at Your Place event. We seek to mix up the content for these events and this time we are going to be looking at what’s happening in financial markets through the lens of the Harvest strategy we have the […]

To Inspire:  When was the last time you were bored? Aurther C. Brooks, author of From Strength to Strength, has a new book, The Meaning of Your Life, and in it, he talks about the importance of being bored. People don’t like boredom – it’s boring! There’s nothing stimulating your brain. But up until recently, […]

To Inform: We occasionally receive the question, “What are these Trump Accounts I’ve been hearing about?” To put it simply, Trump Accounts are an investment account available to U.S. citizens under the age of 18 which offers tax-deferred growth. An account can be opened by a child’s parent or guardian who will remain the custodian […]

To Inspire:   Grab a pen and paper or open a blank note on your phone if you’re reading this on a computer. As you read, I want you to answer the questions throughout or at least keep mental notes. I answered these exact questions in my Notes app on February 1, 2025, during a […]

To Inform: This past Wednesday the Fed met for the second meeting of new Fed Chair Kevin Warsh’s term and chose to keep short term interest rates unchanged at the 3.75% upper bound. It is worth noting keeping rates unchanged was not a slam dunk. Odds based on Fed Funds futures were 66% in favor […]

To Inspire: His name is Delphonso. He was standing outside our office building with a cardboard sign asking for money to help him with rent. I was in my car headed into our parking garage, but our eyes met and I was within 5 yards of him, so I pulled over and rolled down my […]

To Inform: A little more than halfway into the year, I thought it would be interesting to revisit one of the themes we flagged at the beginning of the year and see how it is playing out. Our “Rates Higher for Longer for Longer” theme was written with a certain cheekiness, with an extra “for […]

To Inspire: I listen to the Ed Mylett Show, a podcast on living with purpose and becoming the best version of yourself. Ed is a Christian entrepreneur and uses his podcast to interview individuals from all walks of life who have pursued greatness in their lives. On a recent podcast Ed shared an interesting story […]

To Inform: When I’m looking at returns for the objectives-based portfolios we have the privilege of managing for clients, I find it informative to look at the underlying asset classes to see which have contributed most to the return and which have been laggards. I also find it helpful to look forward and think about […]

To Inspire:   Have you ever stepped into a situation and immediately complained about something? You walk into a meeting, or a friend’s house, or your own house, and the first thing you say is “traffic was terrible.” I think we’ve all done that, but there is research that shows the first four minutes of […]