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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…
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February 10, 2025
Markets in a Minute - Hurts to lose
Week Ending February 7th
Markets in a Minute - Hurts to lose Read More
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…
Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati Read More
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…
What to Ask a Financial Advisor: Key Questions for Your First Meeting Read More
February 3, 2025
Markets in a Minute - Sorry, Eh
Week Ending January 31st
Markets in a Minute - Sorry, Eh Read More
February 3, 2025
February Bridge Series
The future is bright for our region, with economic development paving the way for thriving…
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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…
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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…
Andrea Costa’s Work Published in LexisNexis Guide Read More
January 29, 2025
Ryan Janka Passes Series 7
Congratulations to Ryan Janka on passing the Series 7!Ryan serves as a Client Service Associate at…
Ryan Janka Passes Series 7 Read More
January 28, 2025
The Psychology of Money: Overcoming Emotional Pitfalls in Financial Planning
Wouldn't it be nice if financial decisions were based purely on logic, facts, and solid planning?…
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January 27, 2025
Markets in a Minute - Open Sourced
Week Ending January 24th
Markets in a Minute - Open Sourced Read More
January 27, 2025
Broader Equity Market Participation Maybe Unfolding
One aspect of the equity market advance over the last few years is the advance has been driven by a small number of stocks. One group of stocks is referred to…
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