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New Faces & Proven Investment Advice

Horter Investment Management is always on the lookout for financial advisors who can help guard and potentially increase clients’ hard-earned money. As Horter has had great success, they are proud to take on two new Cincinnati-based investment advisor representatives who will help provide sound advice using Horter’s financial planning methods.
Mon, Dec 11, 2017

Retirement Income Planning ... 5 Principles to Keep you from Running out of Money

30 years ago, planning for retirement wasn’t too complicated. That generation of Americans had pensions and social security guaranteeing their monthly spending needs. On top of that, retirement was shorter as the average person did not live as long into retirement.
Tue, Nov 21, 2017

50 Years of Leadership and Generosity

It takes true love for a company and its people for someone to stick with them for 50 years. Bartlett & Co, a Cincinnati-based Registered Investment Advisor, is happily celebrating Rick Reynolds’ 50th anniversary with the firm, but his work extends far beyond the office into the city he loves.
Thu, Nov 09, 2017

An Investment in Trust

Founded in 1966, The Randolph Company has provided their clients financial assistance for decades. Established by Guy D. Randolph Jr., the firm originally specialized in life insurance. They have since developed into an investment advisory firm under the leadership of Carter F. Randolph, PhD, who took control of the company in 1996.
Tue, Nov 07, 2017

The (Not So) Surprising Secret to Wealth

Without a doubt, the most reliable way to build wealth is to steadily and consistently save as high of a percentage of your income as you can. In other words, one of the most reliable predictors of wealth is one’s ability to delay gratification.
Tue, Nov 07, 2017

Talking Business ... With a Few Local Business Owners

While Cincinnati may be home to ten Fortune 500 companies, small-to-medium-sized privately-owned businesses play a critical role in our local economy.
Thu, Nov 02, 2017

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