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More than 1.3 Billion Reasons to Celebrate

Drew Horter has led Horter Investment Management into a successful firm with more than 350 financial advisors.
Mon, Oct 16, 2017

The Right Mix of Independent Advice and Technology

For more than 50 years, Lang Financial Group has helped thousands of companies and individuals find the right mix of employee benefits to meet their needs and budget.
Fri, Oct 13, 2017

How will 2018 Regulation Impact the way you Invest?

Though not as sensational as other news stories or as appealing to the pundits on cable TV talk shows, a new federal regulation goes into effect next year concerning the way many receive advice on how to invest their hard-earned money.
Tue, Sep 26, 2017

How Can You Afford NOT to Have a Financial Advisor?

You tend to hear a lot about the fees financial advisors charge, but very little about the advantages and cost savings that getting good, solid advice provides. The advisors at Mossbarger Deimling Moler Financial Strategies Group (MDM Group) of Janney Montgomery Scott LLC are committed to making sure their clients experience the value of top-notch financial consultation.
Tue, Sep 19, 2017

Rethinking Retirement

The word “retirement” has a different meaning for everyone. For most, retirement is known as a time of joy, engaging in activities of interest, travel, and more time with loved ones. As people are living longer and healthier lives, the challenge of achieving this lifelong dream is greater, therefore changing the way retirement is viewed. The traditional approach, work and save until you hit your “number,” is no longer the only strategy. Jared Nickoli shares 3 approaches to retirement we see today.
Tue, Aug 01, 2017

De-Mystifying the Fiduciary Standard

Fiduciary. An odd sounding word to describe something to do with money. In fact, as the definition of the word illustrates, “fiduciary” is at its core, a word with the concept of trust, confidence, obligation, law and benefit attached to it.
Tue, Jul 25, 2017

A Free Education on Paying for College

Whether it is day-to-day decision making or long-term planning, any parent can relate to the challenge and responsibility of raising a child and striving to give them the best future possible.
Tue, Jul 18, 2017

A Thoughtful Approach to Risk Management

People don’t expect a doctor’s assessment of their health and any subsequent recommendations to be exactly the same for every patient. The same can be expected of accountants or contractors who are building a home.
Tue, Jul 11, 2017

Leaders of Investing

Horter Investment Management not only puts great care on where they invest for their clients, they have also invested in an experienced team of advisors. These people work with clients individually to achieve a desired lifestyle during retirement.
Tue, Jun 20, 2017

Manage Risk and Build Weatlh

Uncertainty is a force that can build anxiety, cause fear and lead to avoidance, especially when it comes to investing in the stock market. However, Carter F. Randolph, president of The Randolph Company, says avoiding stock market investment altogether can be equally risky.
Tue, Jun 06, 2017

Learning to Climb Down the Mountain

Successfully Planning for Retirement
For most of us, climbing a mountain can be just as intimidating as planning and achieving our financial goals in order to ensure the comfortable retirement that we’re looking for.
Wed, May 24, 2017

Making an Impact

How to Secure Your Legacy Through Endowment Funds
The history of endowment funds is long and impressive, but there’s never been such opportunity for donors to secure their legacy through planned charitable giving as there is today. Cincinnati is no stranger to this practice.
Tue, May 23, 2017

What We Believe About Investing... and You Should Too

6 Investment Truths That Won’t Change
We are currently living in a world with a lot of changes and uncertainty. We often find in a time like this, the best question to ask is what won’t change ... these six truths give us a way to stay sane by focusing on fundamental truths regardless of the environment.
Thu, May 04, 2017

Learning How to Retire

Planning your retirement and understanding financial markets can be daunting tasks for some people. It requires a professional team to help you attain your goals.
Tue, Apr 25, 2017

Financing Local Businesses and Cincinnati's Future

Being around for over 100 years, it’s safe to say that MainSource Bank knows a few things about what it takes to make a successful business and keep it successful. Senior Vice President David B. Cardell sat down with LEAD to share his experiences of working in Cincinnati and his advice on how to keep the city’s future bright.
Tue, Mar 14, 2017

New Regulations for Investors

Until recently, it was common for a client’s interest and return on investment to take a backseat to a stock brokers’ own quest for personal profit.
Tue, Feb 28, 2017

Finances and the Newly-Married

Dean Johns of John D. Dovich & Associates, LLC, recently sat down for a chat with three young professionals, to get their perspective on some financial “do’s and don’ts” for the newly married.
Thu, Feb 23, 2017