Skip to main content

Worthington Wealth Management

Blog

Client Profile: Eric Underwood – On the Road to Retirement

Eric Underwood is living, riding proof that anyone can be a successful investor – and not just with their money. At 44 years old, the AEP project manager lives what many would call a normal, down-to-earth life.
View More

Worthington Financial Partners Names J. Michael Kennedy Director of Compliance

After an extensive search, Worthington Financial Partners has hired J. Michael Kennedy to direct our Compliance Department. Michael, an Ohio native and resident of Worthington, joins the team after more than twenty years in the Trust Compliance and Operations business.
View More

Stay Busy

“Beethoven’s greatest symphony, Verdi’s greatest opera, and Wagner’s Ring Cycle were all composed in the twilight of life. Stay busy.”
View More

Remembering Marni Dye

Last week, our firm lost one of it's founding members when Marni Dye passed suddenly in her home.
View More

Client Profile: Mike Adams - Planting Seeds for the Future

When you make the turn off the county road and pass through the covered bridge that leads to the Adams Brother’s farm, you know that you’re driving up to something special.
View More

“Even if You’re on the Right Track, You’ll Get Run Over If You Just Sit There”

Get Busy. In any endeavor, stasis has a way of robbing motivation and desire even as it suppresses optimism.
View More

Looking Differently

A client once said told me that I should have “On the other Hand...” chiseled into my headstone. “You have more potential problems and solutions than I could ever think of!”
View More

Wednesday Wisdom: "Dan's Way"

“The person who says it cannot be done should not interrupt the person doing it.” – George Bernard Shaw
View More

Pushback Against ESG will Cause Higher Interest Rates in a Texas City

The Texas attorney general’s office has refused to approve the sale of municipal school district bonds to UBS Group after the State Comptroller placed the firm on a list of companies that they consider to be boycotting the energy business due to ESG (economic, social, and corporate governance) considerations.
View More

The Lesson of Jasper Pellets

In May 2022, Jasper Pellets filed for Chapter 11 bankruptcy citing financial difficulties after a contract dispute with a distributor. This is noteworthy for a few reasons but hits close to home for me, and came to my attention because, as most of you know I smoke meats on a pellet smoker but also because of the municipal bond implications.
View More

The Adventures of Tote Bag!

As the summer vacation season begins to wind down Tote Bag is settling into a new routine of staying closer to home. We at Worthington Wealth Management want to remind you that our Tote Bag Travels event isn't just for your vacations! Whether you're going to the grocery store, heading to a farmer's market, or even just enjoying a fall evening on the patio - we want to see you enjoying yourself with Tote Bag!
View More

This Time Something Really Is Different

And It May Help Explain Why It Feels Worse Than “Normal” This Time

Sanity only comes from the never-ending process of filtering out what’s noise and what’s really meaty and important to the investment markets.
View More

Our Firm is Growing!

Anthony LaMacchia joins Worthington Wealth Management in June of 2022 taking on a role focused on Portfolio Construction and Analysis, the fulfillment of a lifelong goal of working in the securities industry.
View More