Insights

Search & Filter

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…
Xavier University Welcomes Terence L. Horan to Board of Trustees Read More
June 30, 2025
Markets in a Minute - Welcome to Summer
Week Ending June 27th - As temperatures rise across the US, so did markets.
Markets in a Minute - Welcome to Summer Read More
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…
Beyond Public Markets: Real Estate, Venture Capital, and What Today’s Investors Want to Know Read More
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…
S&P 500 Reached New High, Now What? Read More
June 23, 2025
Drew Swinney Passes SIE Exam
We’re proud to share that Drew Swinney, has successfully passed the Securities Industry Essentials …
Drew Swinney Passes SIE Exam Read More
June 23, 2025
Markets in a Minute - Genius
Week Ending June 20th
Markets in a Minute - Genius Read More
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,…
Building a Thriving Business & Family: Insights from HORAN Wealth's Strategy Forum on Succession, Continuity, and Legacy Read More
June 16, 2025
Markets in a Minute - Heating Up?
Week Ending June 13th
Markets in a Minute - Heating Up? Read More
June 16, 2025
Reducing Inherited IRA Taxes
What You Leave Behind—And What Gets Left to Taxes: Why G1 & G2 Families Must Understand…
Reducing Inherited IRA Taxes Read More
June 10, 2025
Dogs of the Dow Performance Ahead of the MAG 7 Return
The Dogs of the Dow investment strategy has generated mixed results over the years but 2025 is proving to be a favorable one for this group of stocks. The year…
Dogs of the Dow Performance Ahead of the MAG 7 Return Read More
June 9, 2025
Markets in a Minute - Bad Breakup
Week Ending June 6th
Markets in a Minute - Bad Breakup Read More
June 8, 2025
Bonds In A Portfolio Making More Sense
Over the long run stocks outperform bonds; however, as an investor approaches retirement age, or near a time when they will rely more heavily on their…
Bonds In A Portfolio Making More Sense Read More
Back to the Top