Insights
Latest · · 5 min read
Learn how to create a sustainable retirement income plan using an endowment-style approach and dynamic spending strategy from Chris Ward, CFP®, serving Cincinnati and Northern Kentucky.
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4 min read
Rising energy prices can affect inflation, investment returns, and retirement income. See how energy exposure may fit into a diversified retirement portfolio.
4 min read
Learn how inflation can affect retirement income and purchasing power, and what investors approaching retirement can do to build a long-term retirement strategy.
4 min read
August market update covering stocks, bonds, inflation, interest rates, oil prices, and corporate earnings—and what these trends mean for long-term investors.
4 min read
Learn how Medicare planning impacts taxes, IRMAA, retirement income, and long-term financial strategy for Cincinnati retirees.
4 min read
Explore key planning considerations for high-income retirees in Cincinnati, including retirement planning, tax strategies, investing, and Medicare.
12 min read
Learn about the major investment themes shaping 2026, including AI, market valuations, economic growth, and elections—and what they mean for long-term investors.
3 min read
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
6 min read
Donor-advised funds, appreciated-asset gifts, and qualified charitable distributions can make your year-end giving more tax-efficient and more meaningful.
3 min read
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
7 min read
Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
2 min read
Government shutdowns make headlines, but history shows they rarely shake the markets — here’s why investors should stay focused on the bigger picture.
5 min read
The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
6 min read
There's a well-known investment rule called "don't fight the Fed" that started in the 1970s. This rule means that the Federal Reserve's decisions about interest rates…
4 min read
Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or…
4 min read
What a week it has been—actually, what a whirlwind the last 48 hours have been! Given recent developments, I wanted to share my thoughts with clients and friends of…
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