To Inspire: Many of you are familiar with “blue zones,” places in the world where high percentages of men and women living there age gracefully with few health issues well into their 90s and 100s. As a Christian, while I look forward to the life to come, I also desire to live well now for […]

To Inform: The fourth of July is a holiday where I can’t help but think about those 56 men who signed the Declaration of Independence. Merchants, farmers, lawyers – this merry band took tremendous risks. What gave them the confidence to take these risks? I think their wealth and the wise use of it were […]

To Inspire: As we celebrate our nation’s birthday, I thought our readers might appreciate reflecting on the life of retired Colonel DeBow Freed, West Point Class of ’46. Many of our readers may recall I received my undergraduate degree from Ohio Northern University. Dr. Freed served as ONU’s president from 1979 to 1999. I had […]

To Inform:  Today marks the close of the second quarter of 2024, and we are half-way through the calendar year. Let’s look at some broad observations for how 2024 is shaping up across asset classes. High quality bonds are basically flat year-to-date (based on the Bloomberg Aggregate Bond Index). Heading into the year, expectations were […]

To Inspire: Dear Clients and Friends – what a joy to spend Wednesday evening with Archie Griffin, our featured guest for our Spring Wealth Summit. Perhaps the best comment ever made about Archie came from his coach, Woody Hayes. He once shared, “He’s a better young man than he is a football player, and he’s […]

To Inform: Deciding whether to buy or rent is a question that seems to have no definite answer, depending on who you ask. If you ask any existing homeowner, nine times out of ten, the answer is “Buy! It builds equity.” If you ask anyone in their 20’s or early 30’s they might respond with, […]

To Inspire: Team USA hurdler Dylan Beard is not your average elite athlete. As an unsponsored athlete, Dylan trains as hard as any Olympic hopeful, but when he’s not training, Dylan works behind the deli counter at Walmart. Dylan surprised the track and field world with an incredible win in the 60-meter hurdles at February’s […]

To Inform: This week we continue our series on “Principles for Successful Long-Term Investing.” These are concepts which can “tip the odds in favor” of long-term investors, based on a presentation from JP Morgan. Today’s focus – planning to live a long time. Earlier this week, Theresa LeChard, our Senior Wealth Advisory Associate, and I […]

To Inspire: New Year’s resolutions are tough. As we’ve discussed here before, more than 90% of resolutions fail – often by the time February rolls around. And while there are some tips and tricks to help stick to a New Year’s resolution, social psychologist Janina Steinmetz says making a summer resolution instead could turn out […]

To Inform: We all remember the story of Goldilocks and the Three Bears. Goldilocks sought food and shelter in the home of the bears and found that porridge and bedding had to be just right to make her happy. Scientists and researchers have applied the “just right” principle to things like astrobiology, medicine, childhood development, […]