To Inform: I recently had a conversation with a friend and client regarding potentially selling shares in a stock he owns. During the conversation he said, “I read something that the stock may split. If that happens, I feel like I should hold on to make sure I capture the gains after the split.” Huh. […]

To Inspire: For Christians, this weekend is the most significant of the year. We enter into the Easter Triduum, the passion, death and resurrection of Jesus Christ. It is a time where we reflect deeply on the love God shows in sending His Son to suffer and die for our sins that we might have […]

To Inform: Shakespeare’s Juliet might say of our weekly publication, “that which we call WealthNotes by any other name would be just as inspirational and informative.” The idea that a name means something is inimical to her worldview. We will cut her some slack, though. After all, it was specifically her name that kept her […]

To Inspire:   With March Madness underway, many are focused on the action on college basketball courts, but here’s an incredible story of empathy, commitment, and perseverance off the court. Seven years ago, sixth grader Sam Cunningham was diagnosed with Acute Lymphoblastic Leukemia. He loved playing baseball and basketball and was a healthy, active kid. […]

To Inform: The market has exhibited signs of a mild inflationary “fever” over the last couple of months, as recent inflation reports have been warmer than expected and the hope of cuts to the Fed Funds Rate has begun to shrink. This put the March meeting of the Federal Reserve’s Board of Governors held this […]

To Inform: This past week I had the privilege of being a guest speaker at two different meetings of Investment Clubs/Partnerships. It was fun for me to join in the discussion and hear their thoughts about the current market environment and where they believed opportunities exist in today’s market. These savvy investors were largely looking […]

To Inspire: I (Matt) came down with the flu this week so was home for a couple of days. While resting I did some reading on intermittent fasting and was impressed with its benefits. In this issue of Wealth Notes, I thought I’d share some of those benefits with all of you as you pursue […]

To Inform: “Roads? Where we’re going we don’t need ‘roads’.” When Doc Brown uttered these words to Marty McFly at the end of the Robert Zemeckis hit Back to the Future it is possible some viewers might have believed him. Investors might have had similarly optimistic views for the prospects for Japanese stocks, an investment […]

To Inspire: It has arrived. The annual Saturday night/Sunday morning when we “Spring Forward” and lose an hour of sleep. While one lost hour seems like it shouldn’t be problematic, most of us recognize that we’ll spend a few days adjusting to this new “time.” This year, daylight saving time (DST) begins on Sunday, March […]

To Inform: After months of studying a plethora of review material, I just sat for the first level of the CFA exam. It has been a joy to be immersed in a subject that I enjoy and desire to learn more about while studying nights and weekends. When this has been combined with the opportunity […]