Client Profile: Madelyn Maupin - Telling a Story Through Handmade Art
September 6, 2024
Quilts, as we all know, are a great way to keep warm on a chilly night or in the depths of winter. But quilts also tell stories; more often than not, they are the stories of their creators.
Client Profile: Bill Given - Protecting the Past While Planning for the Future
August 9, 2024
In the basement of a very normal upper-middle-class home in Coshocton, Ohio, there is a world-class, one-of-a-kind collection. A letter from King George III. Two letters from Abraham Lincoln. A French Bicorne, with a cockade, from the Napoleonic Wars. At least five Medals of Honor, including a Tiffany Cross.
Client Profile: Eric Underwood – On the Road to Retirement
November 6, 2023
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.
Worthington Financial Partners Names J. Michael Kennedy Director of Compliance
September 26, 2023
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.
Client Profile: Mike Adams - Planting Seeds for the Future
June 5, 2023
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.
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!”
Pushback Against ESG will Cause Higher Interest Rates in a Texas City
October 17, 2022
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.
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.
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!
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.