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Investment strategy, diversification, and risk.
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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.
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.
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.
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.
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…
2 min read
Hopefully you have enjoyed a great start to 2024 and are progressing on your journey to pursue your life goals and build wealth. Many of the themes we saw at the end of…
2 min read
With year-end fast approaching, now is a great time to review your investment portfolio, retirement goals, and assess year-end tax planning opportunities. Here are the 3…
4 min read
Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on…
4 min read
As I started my firm, one of the most important aspects for consideration was examining the client experience. I was able to consider questions such as How do I best…
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