513.745.0707 Client Login Contact Us
513.745.0707  |  Client Login  |  Contact Us

Insights

Search & Filter

Article Podcast Award Video Magazine
Reset

Subscribe

May 2, 2022
A High Level Of Investor Bearishness Might Lead To An Equity Market Bounce
With the just completed month of April, the first four months of 2022 have not been rewarding ones for investors. The total return for the S&P 500 Index…
870
Read More
April 29, 2022
Retirement Meditation #17 – Should my plan offer managed models?
In Retirement Meditation #16, we defined managed models and we concluded with the question – “Does my plan offer managed models?” This week’s Retirement…
534
Read More
April 21, 2022
Retirement Meditation #16: What are managed models?
For the past several weeks, the Retirement Meditations have been exploring the more popular options available as Qualified Default Investment Alternatives …
503
2
Read More
April 16, 2022
Retirement Meditation #15: Does the balanced fund belong in an investment lineup?
My parents’ families were small business owners, and my parents were incredibly fiscally conservative. My dad especially, a third-generation stone masonry and…
526
2
Read More
April 16, 2022
Dividend Income And Dogs Of The Dow Strategies Outperforming
With a little more than a fourth of the year behind investors, and in the face of rising interest rates, dividend paying stocks have been insulated from some…
666
2
Read More
April 14, 2022
A Near Record Low For Individual Investor Bullishness
This week's individual investor Sentiment Survey release by the American Association of Individual Investors shows the percentage of investors expressing…
609
2
Read More
April 12, 2022
Inflation Is Weighing On Small Businesses
Today's release of the NFIB Small Business Optimism Survey for March showed the index fell 2.4 points to 93.2. In the survey, 31% of small businesses cited…
533
2
Read More
April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
642
1
Read More
April 9, 2022
Stock Buybacks Rebound Sharply
Earlier this past week S&P Dow Jones Indices (.xls) reported dividend and buyback activity for the S&P 500 Index through the end of the  2021 calendar year and…
583
1
Read More
April 8, 2022
Retirement Meditation #14: Are target date funds the perfect solution for the employee?
Retirement Meditation #13 focused on target date funds through an employer’s lens. This week’s Meditation redirects that focus and throws the spotlight on the…
525
2
Read More
March 31, 2022
Retirement Meditation #13: Are target date funds the perfect solution for employers?
Retirement Meditation #12 addressed default investment options, including the age-based asset allocation fund—better known as the target date fund. Target date…
541
2
Read More
March 29, 2022
Yield Curve Nearing An Inversion
One factor likely having an outsized influence on the Federal Reserve’s interest policy is the current level of inflation. The latest reading on inflation…
784
2
Read More