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February 24, 2025
Markets in a Minute - Gold Rush
Week Ending February 21st
46
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February 24, 2025
Generational Split Dollar Planning: A Multi-Generational Approach for Legacy-Minded Families
This article highlights the key benefits and risks of General Split Dollar (GSD) planning. Written…
30
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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…
10
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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…
37
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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…
86
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February 10, 2025
Markets in a Minute - Hurts to lose
Week Ending February 7th
54
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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…
13
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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…
39
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February 3, 2025
Markets in a Minute - Sorry, Eh
Week Ending January 31st
28
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February 3, 2025
February Bridge Series
The future is bright for our region, with economic development paving the way for thriving…
14
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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…
94
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January 30, 2025
Andrea Costa’s Work Published in LexisNexis Guide
Congratulations to Andrea Costa, Vice President of Wealth Strategy & Financial Planning at…
7
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