To Inspire: Dear Clients and Friends – As is always the case, people from all faith traditions are once again joining Christians in celebrating the Christmas season. For Christians, we celebrate the birth of God’s son who takes on our humanity to reveal God’s love and to suffer and die in atonement for our sins. […]

To Inform: The phrase “Gradually, then suddenly” entered the vernacular through Ernest Hemingway’s The Sun Also Rises. While the characters in Hemingway’s novel were discussing how one of them went bankrupt, we get to talk about a much more pleasing subject, and that is Fed interest rate policy (I said pleasing, not fun!). To borrow […]

To Inspire:   I had a conversation with a friend recently about deciding to be nice. Getting up in the morning and deliberately deciding to be nice. The pre-order scheduled to be picked up early isn’t ready? “No problem.” The repair tech scheduled and re-scheduled multiple times still isn’t going to be here today? “Okay, […]

To Inspire: Many college football fans are extremely disappointed that undefeated ACC Champion Florida State was left out of the College Football Playoffs, replaced by one loss Alabama. Florida State Coach Mike Norvell said he was “disgusted and infuriated” while ACC Commissioner Jim Phillips said the decision was “unfathomable.” Like Mike and Jim, I happen […]

To Inform: Do you ever wonder how ideas for WealthNotes come about? Earlier this week we had an Investment Strategy Meeting and Investment Analyst, Jake Lindaberry was working on communication concerning the “biggest topic in markets” in the last month to share with our Advisors. Considering most recent client conversations have revolved around the fact […]

To Inform: Identity theft is not a new concern as forms of it have been around for decades. Unfortunately, that doesn’t mean the need for vigilance is less. If anything, now more than ever consumers should be aware of identity theft and the havoc it can wreak. Recent statistics from the Federal Trade Commission (FTC) […]

To Inspire:   I’ve been reflecting on the remarkable life of Rosalynn Carter who died on November 19th. For over 40 years she and President Carter worked tirelessly (through the Carter Center they established in 1982) to resolve global conflicts, advance democracy, defend human rights, eradicate disease, and improve mental health. Mrs. Carter leaves a […]

To Inform: “What impact will the Presidential election have on the market?” Last night I (Travis) had the opportunity to join a group of astute investors for their regular investment partnership meeting. We enjoyed terrific company, delicious food, and engaged in lively conversation. When the discussion shifted to markets, the fact the Presidential election is […]

To Inspire: Do we all have so many things to be grateful for every day of the year? Yes! Do we spend enough time recognizing this? Probably not! But the holidays naturally bring a focus on thankfulness, and I want to share three truths about gratitude, and some different ways to express gratitude this Thanksgiving. […]

To Inform: As the sun descends toward the horizon of 2023 (yes, that’s a daylight savings time reference), many of us are trying to balance holiday plans, year-end planning for family, work, finances, and more. Despite the myriad tasks and concerns of this time of year, we also enter a season of gratitude, fellowship, and […]