As an independent RIA, one of our core responsibilities is making sure that when we compare performance, it is done accurately, fairly, and in a way that truly reflects the value we add. Performance numbers only mean something if they’re compared to the right benchmark, so the benchmark must be structured in a way that mirrors how your portfolio is actually invested.One important, but often overlooked, part of that process is portfolio concentration.
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Blog
Apples to Apples: Why Accurate Benchmarks Matter
February 24, 2026Client Profile: Steve & Emily Wieringa - Strong Roots Support Fruitful Trees
December 23, 2025
Back in the mid-1980s, when Emily Wieringa’s grandfather was just starting his relationship with a young and green municipal bond wonk at a downtown Columbus brokerage, he probably didn’t know how close the relationship would grow, or how many generations would sit under the shade of that family tree.
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Dan's Kidney Adventure
July 2, 2025As I emerged from the blackness of anesthesia, I slowly became aware of my senses. First, a soft voice whispering “Good morning, Daniel. Can you hear me?” Then my sense of touch and feeling, somebody holding my hand.
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Client Profile: Joanne DiVito - From Childhood Dream to Center Stage
March 11, 2025
When she was a little girl growing up in Chicago, Joanne DiVito knew she wanted to be a dancer. She wanted to express her feelings through movement and song, and she was going to do whatever it took to make that dream come true. Some 70 years later, she was dancing in a Miley Cyrus video.
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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.
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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.
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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.
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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.
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Stay Busy
July 26, 2023
“Beethoven’s greatest symphony, Verdi’s greatest opera, and Wagner’s Ring Cycle were all composed in the twilight of life. Stay busy.”
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Remembering Marni Dye
June 9, 2023
Last week, our firm lost one of it's founding members when Marni Dye passed suddenly in her home.
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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.
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“Even if You’re on the Right Track, You’ll Get Run Over If You Just Sit There”
May 26, 2023Get Busy. In any endeavor, stasis has a way of robbing motivation and desire even as it suppresses optimism.
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Looking Differently
March 31, 2023
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!”
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Wednesday Wisdom: "Dan's Way"
February 22, 2023
“The person who says it cannot be done should not interrupt the person doing it.” – George Bernard Shaw
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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.
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The Lesson of Jasper Pellets
September 1, 2022
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.
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The Adventures of Tote Bag!
August 24, 2022
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!
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This Time Something Really Is Different
July 6, 2022
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.
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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.
Our Firm is Growing!
May 19, 2022
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.
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