To Inspire:   While poking around his grandfather’s tobacco barn in Georgia years ago, 12 year old Derek Veal found an old suitcase filled with photographs – some more than 100 years old. The suitcase belonged to Derek’s grandmother, who had Alzheimer’s and lived in a nursing home. He took the pictures with him the […]

  Welcome to the New Year! It’s been a crazy first month for a multitude of reasons. While the kickoff has been a bumpy ride so far, there are many reasons to be hopeful and I hope you and your business see that hope to fruition. A question we are often asked is what more […]

To Inspire:   The Cincinnati Bengals will play in the Super Bowl this weekend. As I have reflected on their amazing journey to reach this pinnacle of their sport, the word perseverance has kept coming to mind. Losing season after losing season, ownership, management, coaches, players and fans have experienced the challenge of maintaining faith […]

To Inform: The past week has seen two major economic data releases. First, January’s jobs number was much better than expected. Payrolls increased by +467,000 jobs which was higher than virtually every economist’s forecast (which ranged from -400,000 to 250,000). Upward revisions to prior months’ data only strengthened the case the employment market is robust. […]

To Inform:  Mike Tyson, the electrifying boxer known for interesting aphorisms famously once said, “Everyone has a plan, until they get punched in the mouth.” Tyson was referring to an upcoming fight with Evander Holyfield and Holyfield’s “fight plan.” As a full-service wealth management firm, our view is that planning is important, but equally important […]

To Inspire: If you are struggling with your New Year’s resolutions as we enter the month of February, perhaps this quote from Epictetus will give you some necessary inspiration: “Now is the time to get serious about living your ideals. How long can you afford to put off who you really want to be? Your […]

To Inspire:   In The 21 Irrefutable Laws of Leadership, John Maxwell reflects on the Law of Magnetism which says, “Who you attract is not determined by what you want. It’s determined by who you are.” He suggests that those drawn to us are similar in some key ways like generation, background, values, energy, giftedness, […]

To Inform:  We love Roth IRAs!  Tax-free growth for a lifetime – what’s not to love?!  If only we could put all our savings in a Roth IRA.  Well, unfortunately, there are limits to funding Roth IRAs and one in particular, the income limit, presents some challenges for many of our clients.  For some, there […]

To Inspire: I don’t know about you but I’m getting tired of this cold weather! Last night When I got home from the office, I made a fire in the fireplace. Within a few minutes, everything was different. Our living room was brighter, warmer, more comfortable. Even my mood changed – from being tired and […]

To Inform:  Financial markets have gotten off to a volatile start in 2022 with interest rates rising and the closely watched S&P 500 index of U.S. stocks down approximately -6% (through January 20) with many technology stocks down even more. Within our Investment Strategy Team meetings, we’ve said that when the market has a more […]