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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

A Common Sense Approach to Success

Since 1966, the Randolph Company has been serving Greater Cincinnati through sound investment opportunities and portfolio management. Chairman and president Carter F. Randolph, PhD and his team manage portfolios worth more than $500 million.
Tue, Feb 14, 2017

Locally Owned Independent Agency Earns Reputation for Superior Customer Service

Roehr Insurance Agency has created a name for itself thanks to a hard-earned reputation for superior customer service. Alvin Roehr, Jr., the president and CEO, prides himself on delivering protection for each client based on their specific needs. His agents cultivate a personal relationship with each customer.
Thu, Feb 09, 2017

Resources Beyond Money

As financial advisors, our team at Beshear Financial gets to see firsthand the abundance of resources our clients manage beyond money. I was recently reminded of the resources we all have beyond money. We’ve found the following “Life Account Paradigm” incredibly helpful in planning and strategy for clients, and I believe these are important even if you are not a person of faith.
Mon, Feb 06, 2017

The Value of a Financial Advisor

Beshear Financial
In years like 2015 when the market provides little or no return, there are often articles written presenting a case as to why a financial advisor is necessary, given the cost. These articles can build a compelling case, but they typically assume a financial advisor’s sole responsibility is managing money.
Tue, Jan 31, 2017

Planning is a Process... Not a Product

"Like anything, a plan is only as good as it is implemented,” says Kate Brown, CFP®, Vice President, Senior Wealth Planner at Fort Washington Private Client Group. “I don’t believe in planning with questionnaires because dreams are too big to fit in a box. At Fort Washington, our team guides the client’s experience and ultimately delivers individualized expertise.”
Tue, Jan 31, 2017

Huntington Bank Contributes to the Economic Strength of the Local Community

Kevin Jones, Huntington Bank’s Southern Ohio/Kentucky regional president, oversees the Cincinnati, Northern Kentucky, Dayton and Springfield market. His role is a natural fit as he is passionate about the community he calls home. Jones, who has spent most of his life in the area, attended St. Xavier High School and earned a degree from Miami University.
Tue, Jan 17, 2017

An Insider’s Guide to Mortgages

Whether you are buying a home for the first time, looking for something larger for a growing family or downsizing during retirement, navigating through the maze of paperwork and bank documents is never easy. Luckily, MainSource Bank’s century’s worth of experience allows them to give some answers on common questions regarding mortgages, home loans and refinancing.
Tue, Jan 03, 2017

Legal Power Players

• The Affordable Care Act • ESOPs Gains Popularity at a Succession Strategy • New Federal Rule Aimed at Addressing Excessive Executive Pay • Feds Push Health Plans to Cover Transgender Medical Expenses
Thu, Dec 22, 2016