To Inspire Carl Allamby did not understand why he needed to take a biology class while pursuing a business degree he planned to use to help grow his small business. He took the class only when told he needed it to graduate, but within the first hour, he knew his path had to change. That […]

To Inform: At next week’s Portfolios and Pints event we plan to focus on The Joseph Group’s “5 Investment Themes for 2020.” For those unable to make next week’s event, we also plan to unpack some of those themes over the next few weeks in the “To Inform” portion of WealthNotes. Our “Top 5 Investment […]

To Inspire:  January is a great month for each of us to examine our lives to make sure that we’re living out our own unique purpose with great passion and a sense of real contribution to those around us. In The 8th Habit: From Effectiveness to Greatness, bestselling author Steven Covey encourages us to build […]

To Inform: To paraphrase the Wizard of Oz, “Impeachment, Iran drone strikes, Recession, oh my!”  The financial markets have been dealing with a lot over the last few months.  The 3rd quarter ended on Monday, and despite the swings, it was a positive quarter for many asset classes and most portfolios.  However, as I’m writing […]

To Inspire: We continue our focus on great daily habits that help us live great lives and become the best version of ourselves.  Below are excerpts on an article on how to bring more joy into your life written by Mark W. Merrill, also known online as the All Pro Dad.  Perhaps one or more […]

To Inspire: Last week’s CBS Sunday Morning shared a heartwarming story about 3-year-old Quinn Waters of Weymouth, MA.  Aside from immediate family, no one is allowed in the house to him.  More importantly, Quinn can’t go out: Quinn’s natural immunity was temporarily wiped out after he got a stem cell transplant a few months ago […]

To Inform: With interest rates across the world continuing to decline, a curious thing happened here in the U.S. this week.  The interest rate on a 30-year Treasury, also known as the “long bond” dropped below the dividend yield on the S&P 500. While not unprecedented, stocks paying more in dividend income than the long […]

To Inform:  Earlier this week a capacity crowd attended our Portfolios & Pints event and we pulled topics out of a German hat (with a feather in it) to discuss with the audience.  We covered current events such as the inverted yield curve and Chinese currency devaluation as well as big-picture topics such as The […]

To Inspire: I (Matt) am just back from a week’s vacation in Yellowstone National Park with our youngest daughter, Mary Grace.  It was an awesome father/daughter trip! We both were struck with the incredible beauty we witnessed.  From the Grand Teton Mountains on the southern edge of the park; to the deep gorge through which […]

To Inform: On Wednesday, for a brief period in the bond market, the interest rate on the 2-year Treasury note was higher than the interest rate on the 10-year Treasury note creating a rare bond market occurrence known as a “yield curve inversion.”  (Note:  yield curve is just a fancy name for a graph of […]