To Inspire: Most people who attend college pick a major, get a degree, and work in that occupation for the rest of their lives. Especially when the chosen major is something like Accounting. Today I want to share the story of a person who received an Accounting degree from Purdue University, but quickly pivoted to […]

To Inform:  This week, COVID-19 is back in the news as certain states have seen a rise in positive cases even as the overall U.S. positive testing rate declines. The chart below provides some context. Even though the percentage of COVID-19 tests with a positive result continues to fall across the U.S., states including Arizona, […]

To Inspire: My friend John O’Leary tells a great story about the time he met 105 year old Sister Gertrude. John is a motivational speaker and author and was at her Catholic hospital to speak to its leaders later that day. But before giving that talk talk John wanted to meet some of the nuns […]

To Inspire: Little things can make a big difference, and for scuba diver Roger Hanson, a tiny seahorse changed his life. ­Roger has been diving for 30 years, and loved the way being under water slowed him down and quieted his mind. He grew up on a farm, but as an adult he lived a […]

To Inform: We can hardly believe it ourselves, but many broad market indexes are currently within spitting distance of breakeven for the year, with individual sectors such as health care and technology now reflecting positive returns for calendar year 2020. As markets move higher (and more expensive), where are the best potential future opportunities? In […]

To Inspire: Our clients and friends know our mission is to help our clients live great lives. That’s why each issue of WealthNotes includes an inspirational message as well as an informational one – we truly believe in living a life of purpose and fulfillment and we hope what we share helps you live a […]

To Inform:  Recent conversations with clients have had a common theme – “how can the stock market be performing so well recently when the economic data is so bad?” We believe the answer lies in the idea that markets tend to respond more to “better or worse” than they do to “good or bad.” Even […]

To Inform: “There are decades where nothing happens, and then there are weeks where decades happen”. This quote, attributed to Vladimir Lenin, rings particularly true today. For long stretches of time, the social, political, and economic arrangements of a society operate within ranges that all participants can at least recognize if not agree with. The […]

To Inspire: How often have you said or heard “I’m fine, it’s fine, he’s fine, she’s fine? Mel Robbins, a renowned motivational speaker and talk show host delivered a powerful Ted Talk a few years ago called “How to stop screwing yourself over.” I’ve listened to this a few times and would love to share […]

To inform:  Earlier this week TJG Portfolio Manager Alex Durbin and I had a chance to have a video call with Mark Nabi, an Investment Director at Capital Group, regarding the status of company dividend payments in the current environment. According to Nabi, “dividends remain an important source of income for investors, but with much […]