Updated July 2021 With college being one of the most rapidly-increasing expenses in modern America, it can be pretty daunting to look at the financial planning needed. Even affluent families have plenty... read more →
Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems... read more →
On this blog, we normally skip the technical stuff and stick to financial planning topics relating to major life decisions, such as retirement and college planning, but given the obvious, I thought... read more →
After a week off for Thanksgiving, welcome back for the fourth video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted... read more →
Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as... read more →
At some point in your life, you may have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many... read more →
I have no doubt that you're very busy. You probably have a number of investments you try to monitor daily. One of the things you liked about your 401k was... read more →
