Wealth Management Insights & Trends

February 20, 2025

How to Prepare for the Unexpected: Building Your Emergency Fund

Imagine your car breaks down unexpectedly, you lose your job, or you face a sudden health crisis…

February 17, 2025

Private & Alternative Investments: Unlocking Growth While Managing Risk

One of the advantages of affluence is access to premier alternative investments unavailable to most…

February 17, 2025

May Be Time to Consider International Equities

For nearly fifteen years international equities as measured by the iShares MSCI All Country World Index ex U.S. (ACWX) have underperformed the U.S. market, or…

February 10, 2025

Markets in a Minute - Hurts to lose

Week Ending February 7th

February 5, 2025

Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati

Don't miss out on a fantastic opportunity to hear from our President & Chief Executive Officer…

February 4, 2025

What to Ask a Financial Advisor: Key Questions for Your First Meeting

You've taken an important first step in your financial journey: scheduling a meeting with a…

February 3, 2025

Markets in a Minute - Sorry, Eh

Week Ending January 31st

February 3, 2025

February Bridge Series

The future is bright for our region, with economic development paving the way for thriving…

February 1, 2025

The January Effect

With the month of January now behind investors for 2025, one mantra surrounding future stock market performance is known as the January Effect. Broadly, it is…