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April 10, 2025
Retirement Meditation #46: Am I a Retirement Plan Fiduciary?
A retirement plan sponsor’s Payroll Clerk went on vacation. The company controller instructed the…
25
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April 9, 2025
Zac Martin Passes CFA Level 1 Exam
Congratulations to Zac Martin on passing the CFA level 1 exam!Zac is an Investment Associate at…
15
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April 7, 2025
3 Keys to Raising Families in an Atmosphere of Wealth
By Susan R. Schoenfeld, JD, L.L.M., CPA, MBAAs originally published in Talking Trends online…
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April 4, 2025
Uncertainty and Surprise
The S&P 500 Index began the week by moving higher in the first three trading days. The positive return was rapidly reversed Thursday and Friday after President…
158
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March 31, 2025
Markets in a Minute - Cored & Weaved
Week Ending March 28th
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March 31, 2025
Concentration Risk in an Investment Portfolio
Much has been written about the Magnificent 7 stocks (Apple, Microsoft, Nvidia, Meta, Alphabet …
165
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March 31, 2025
April Bridge Series
Join us on Thursday, April 3 for an engaging discussion on how artificial intelligence is shaping…
23
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March 24, 2025
Markets in a Minute - Take Hits, Move Forward
Week Ending March 21st
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March 24, 2025
The Wealth That Money Can’t Buy: Strengthening Family Through Giving
True Wealth Goes Beyond Financial SuccessAt HORAN Wealth, we believe wealth encompasses more than…
31
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March 23, 2025
Understanding The Uncertainty Contributing to Equity Market Volatility
Much of the recent equity market volatility seems to be driven largely by uncertainty around a number of policy positions being pursued by the Trump…
84
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March 19, 2025
HORAN Wealth Takes the #1 Spot on Tremendous 25 List
HORAN Wealth was proudly awarded the top spot on the United Way of Cincinnati's Tremendous 25 list,…
28
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March 17, 2025
Markets in a Minute - Corrected?
Week Ending March 17th
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