To Inform:  Mike Tyson, the electrifying boxer known for interesting aphorisms famously once said, “Everyone has a plan, until they get punched in the mouth.” Tyson was referring to an upcoming fight with Evander Holyfield and Holyfield’s “fight plan.” As a full-service wealth management firm, our view is that planning is important, but equally important […]

To Inspire: If you are struggling with your New Year’s resolutions as we enter the month of February, perhaps this quote from Epictetus will give you some necessary inspiration: “Now is the time to get serious about living your ideals. How long can you afford to put off who you really want to be? Your […]

To Inspire:   In The 21 Irrefutable Laws of Leadership, John Maxwell reflects on the Law of Magnetism which says, “Who you attract is not determined by what you want. It’s determined by who you are.” He suggests that those drawn to us are similar in some key ways like generation, background, values, energy, giftedness, […]

To Inform:  We love Roth IRAs!  Tax-free growth for a lifetime – what’s not to love?!  If only we could put all our savings in a Roth IRA.  Well, unfortunately, there are limits to funding Roth IRAs and one in particular, the income limit, presents some challenges for many of our clients.  For some, there […]

To Inspire: I don’t know about you but I’m getting tired of this cold weather! Last night When I got home from the office, I made a fire in the fireplace. Within a few minutes, everything was different. Our living room was brighter, warmer, more comfortable. Even my mood changed – from being tired and […]

To Inform:  Financial markets have gotten off to a volatile start in 2022 with interest rates rising and the closely watched S&P 500 index of U.S. stocks down approximately -6% (through January 20) with many technology stocks down even more. Within our Investment Strategy Team meetings, we’ve said that when the market has a more […]

To Inspire: “The act of writing itself is like an act of love,” Georges Rodenbach, 19th century Belgian poet I recently subscribed to a greeting card subscription service based here in Central Ohio. Every other month they send me a collection of four or five beautiful letter press cards – some funny, some touching, some […]

To Inform:  It’s fair to say that 2022 started with a bang. Reminiscent of the start to 2021, bond yields took off in the first week of 2022, with the yield on the US 10-Year Treasury Bond rising from 1.51% on December 31 to an intraday high of 1.80% on January 7. This increase in […]

To Inform: The first week of the year is a time to look back, compile the official market data for the prior year, see what worked and what did not work, and use it all to inform decisions for the year ahead. Let’s look at some observations across major asset classes. Note:  Index Return data […]

To Inspire:    For many, New Year’s Resolutions create extra stress. We feel the need to have some – but after years of failing to keep them, we dread the thought of once again setting ourselves up for failure. How about an entirely new perspective on New Year’s Resolutions? Instead of setting overly ambitious goals, […]