Last year on the day Russia invaded Ukraine I was speaking to a large group of clients and guests at our annual “kick-off” dinner. During the Q&A part of the event, the questions of course turned to the topic of the impending war in Europe...
Read MoreDriving in Fog
I drive a 75-minute commute every morning and evening. It presents a lot of time to think. Recently I was driving to work, and it was pretty foggy out. I got to thinking about life and how it relates to the fog. As you are driving in the fog,...
Read MoreMind on Money: Financial security requires vigilance
Every time a charge hits one of my credit cards I get a text message detailing the transaction. This helpful little service was offered to me by Chase, but now other card issuers have offered this service as well. I have to admit, my primary interest...
Read MoreMind on Money: New law means a new look at a type of annuity
The Secure Act 2.0, which is one of the most material updates to rules governing retirement savings and accounts, is now law. The law was included in the huge omnibus spending bill passed late in the last Congress. While the Secure Act 2.0 updates...
Read MoreTriumph over the pitch
Getting your message across is one of the core needs of leadership and ratchets up every level you grow through. Your organization needs you to be confident and competent. Your own future demands it as well. As a leader, getting a plan or proposal...
Read MoreDecisions in Indianapolis could have devastating impact on Methodist Hospitals and its communities
Hospitals are vital for the health of a community and necessary to drive a healthy economy. Accessible, high-quality health care is our mission—and it’s not just about treating patients. This year, 2023, marks 100 years that Methodist Hospitals...
Read MoreMind on Money: Economic math getting more complicated
This week, as expected, the Federal Reserve bank raised short term interest rates by one quarter of one percent. As we have discussed often before, this policy change was focused on reducing price inflation in our economy. The policy change was the...
Read MoreMind on Money: Navigating weird financial times
When it comes to financial markets, in my opinion there are good times, there are bad times and then there are “weird” times, which of course I think are the most complicated. Statistically, in the United States, from the time period from 1926 to...
Read MoreMind on Money: Navigating the ‘new’ market
A couple weeks back I received an email about my January 1st column. The reader, Dale from Westville, opined, “I really wish you would take time in your column to explain what all the free money has done to the markets. The stock buyback tricks...
Read MoreMind on Money: Mind on Money: Once in a lifetime opportunity
The payoff for “holding down the fort” for my teammates over the holidays was a long-ago scheduled ski trip the first week of January. The location — Whistler, British Columbia — was on the Marc “bucket list,” and this vacation had been...
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