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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

Livable Luxury

Dwellings on Madison is a nationally recognized interior design firm for good reason. The team, led by Grace Jones, owner and lead creative designer, has an uncanny ability to capture each client’s personality and translate that into beautiful design. The end product is always a one-of-a-kind space that is as unique as each client.
Thu, Dec 22, 2016

How to Capitalize on Historically Low Rates

The Private Client Reserve of U.S. Bank provides investment, trust, banking and planning services for its clients across the country and has a local team in the Greater Cincinnati area. The Cincinnati Reserve investment team is co-managed by two men who also serve on the market’s leadership team: Brian S. Clark and John D. Posey, who have the title of Senior Vice President, Portfolio Management Managing Director of The Private Client Reserve of U.S. Bank.
Tue, Dec 20, 2016

Are Your Year-End Tax Plans “Taxing?”

A Quick Look at 2016 Year-End Tax Planning Ideas for Business Owners and Other Executives
The end of the summer doesn’t just signal the start of a new football season. No, in fact, this is the time of year when many tax professionals turn their thoughts to best practices for year-end tax planning for their clients, businesses and practices. Dean Johns, CPA and Principal at John D. Dovich & Associates, LLC, recently chatted with a few peers from Flynn & Company, a local CPA and business consultancy located in Blue Ash, to discuss the subject. Rick Flynn, CPA and President of Flynn & Company, along with co-workers, CPAs Stephanie Pape and Kent Owen, offer a few key focus areas.
Tue, Nov 22, 2016

A Force For Good in Cincinnati

MainSource Bank’s story started over 110 years ago. Since then, the company has grown quite a bit, but it has never outgrown the idea that friendly, personal service truly matters. It offers a full suite of products and services, with all of the best technology, but remains focused on making a positive impact in each of its communities. Building on its heritage of being a force for good and having a great foundation of employees who truly care about helping others, MainSource encourages its team members to be involved in their communities through volunteering, financial education or charity work.
Mon, Nov 21, 2016

How to Ride the Waves of Market Volatility

Investing hard-earned savings can be a daunting process filled with anxiety for many households, especially when planning for retirement, the kids’ college educations or both. The same feelings can also describe choosing a firm to handle a family’s financial future in an often volatile market. When looking for help, Josh Deeter, the president of Deeter Advisory Group, suggests counting the number of times you want to meet face-to-face with your advisor and doing research to get a clear overview of the firm.
Fri, Sep 30, 2016