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January 14, 2025
5 Ways to Celebrate Financial Wellness Month
Did you know that January is Financial Wellness Month? This month is about more than just setting…
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January 13, 2025
Markets in a Minute - Rocky Start
Week Ending January 10th
Markets in a Minute - Rocky Start Read More
January 13, 2025
Michael Hermes Earns CEPA®
Congratulations to Michael Hermes on earning the Certified Exit Planning Advisor (CEPA®) credential…
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January 9, 2025
What is Driving Longer Term Interest Rates Higher?
Just as the Fed began reducing the Fed Funds rate in September last year, longer term interest rates as measured by the 10-Year U.S. Treasury began moving…
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January 7, 2025
Winter 2024 Investor Letter: Some Uncertainty in the Rearview Mirror
With the fourth quarter behind investors, some of the uncertainty that served as a potential headwind for the market is now in the rearview mirror. One of the…
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January 7, 2025
Meet Kathy Laverde: The Latest Addition to Our Wealth Advisory Team
We are thrilled to welcome Kathy Laverde, CLU®, APMA, our newest Wealth Advisor, to the HORAN…
Meet Kathy Laverde: The Latest Addition to Our Wealth Advisory Team Read More
January 6, 2025
Markets in a Minute - Snowed In!
Weeks December 16th to January 3rd
Markets in a Minute - Snowed In! Read More
January 2, 2025
United States Corporate Transparency Act Update
Andrea Costa dives into the key provisions of the Corporate Transparency Act, its impact on U.S…
United States Corporate Transparency Act Update Read More
January 2, 2025
Guaranteed Income in DC Plans: Meeting the Needs of Tomorrow's Retirees
The SECURE Act highlighted the importance of income solutions for retirement plans. Should this be…
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January 1, 2025
Not a Year for the 2024 Dogs of the Dow
With the close of trading for 2024 occurring on Tuesday, it is time to look at the performance of those Dogs of the Dow. The Dogs of the Dow strategy is one…
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December 31, 2024
Why Your New Year's Resolution Should Include Financial Education
New year, new me—it's a mantra many of us embrace as we step into a fresh year full of new…
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December 30, 2024
January Bridge Series
Join Bricker Graydon and HORAN Wealth for an inspiring start to 2025 at the January Bridge Series,…
January Bridge Series Read More
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