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July 7, 2025
Markets in a Minute - Like a Rocket
Week Ending July 3rd - The S&P 500 closes at all time highs, just in time for the patriotic festivities.
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July 7, 2025
Legacy in Focus: Strengthening Family Ties & Securing the Future
What makes a legacy last? At our recent Private Wealth Strategy Forum: Legacy in Focus, held…
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July 1, 2025
Xavier University Welcomes Terence L. Horan to Board of Trustees
Congratulations to our President and Chief Executive Officer, Terence L. Horan, along with two…
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June 30, 2025
Markets in a Minute - Welcome to Summer
Week Ending June 27th - As temperatures rise across the US, so did markets.
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June 30, 2025
Beyond Public Markets: Real Estate, Venture Capital, and What Today’s Investors Want to Know
Opening the Door to Private Market Conversations As markets evolve and portfolios become more…
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June 29, 2025
S&P 500 Reached New High, Now What?
With the yield curve steepening and further steepening likely with a Fed becoming more dovish and likely cutting short term rates later this year, the steeper…
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June 23, 2025
Drew Swinney Passes SIE Exam
We’re proud to share that Drew Swinney, has successfully passed the Securities Industry Essentials …
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June 23, 2025
Markets in a Minute - Genius
Week Ending June 20th
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June 23, 2025
Building a Thriving Business & Family: Insights from HORAN Wealth's Strategy Forum on Succession, Continuity, and Legacy
Building a Thriving Business & Family: Insights from HORAN’s Strategy Forum on Succession,…
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June 18, 2025
HORAN Wealth Named A Finalist for 2025 Best Places to Work Award
HORAN Wealth is honored to be selected as a finalist for The Cincinnati Business Courier’s 2025…
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June 16, 2025
Markets in a Minute - Heating Up?
Week Ending June 13th
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June 16, 2025
Reducing Inherited IRA Taxes
What You Leave Behind—And What Gets Left to Taxes: Why G1 & G2 Families Must Understand…
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