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Navigating The Maze Called Open Enrollment

As we approach most employers’ benefits open enrollment season, we are mindful of the many decisions people have when it comes to employee benefits. FSAs, HDHPs, HSAs, life insurance, disability insurance, Roth 401(k)s...the list goes on and on. For some, it can be relatively straightforward. For others, it can be very overwhelming and results in many employees electing benefits they may not understand or even need. In this article, we will summarize some of the key benefits we discuss with our clients as they go through the open enrollment process.
Tue, Nov 13, 2018

The Good, The Bad, The Ugly of Trump's Economic Policies

After the outcome of the 2016 election caught most investors off guard, the stock market rallied and was eventually up 35 percent. All investors expect the market to fluctuate and, of course, the challenge is having the skill needed to be able to predict those ups and downs. Navigating the market with a businessman in the Oval Office instead of an experienced politician has added a new layer of complexity.
Tue, Oct 09, 2018

Potential Perks (and Pitfalls) Beyond Your Paycheck

4 Things You Must Consider When Changing Jobs
The days of staying at one job for your entire adult life are largely gone. According to the Bureau of Labor Statistics, the average worker stays at each of his or her jobs for around four and a half years, with young employees staying in their jobs about half that amount of time.
Thu, Sep 27, 2018

Tears & Investing

It Can Be A Good Thing?
I’ve been a financial advisor for almost 20 years. Helping people with their money and their life planning can lead to deep and intimate conversations about life. I love my clients, and I’ve learned a lot from their perspective.
Tue, Sep 25, 2018

Education, Independent Advice, User-Friendly Technology

Keys to Navigating Group Health Benefit Options
Lang Financial Group recognizes the integral role technology plays in helping individuals and companies find the right mix of health insurance benefits to meet their needs and budgets.
Tue, Sep 18, 2018

Twice the Power When Financial Planning & Wealth Management Combine Forces

When David Foster, CPA, CFP®, and W. Mark Motley, MBA, CFA®, founded Foster & Motley, Inc., in Cincinnati in 1997, they offered their clients cutting-edge, fee-only financial planning and wealth management all under one roof. No one realized at the time, however, just how powerful the “&” unifying not only their names, but also their financial services, would become.
Tue, Sep 04, 2018

Conversations on Leadership, Business and Ethics

Finding the Humility to Listen at Home and at Work
Cory Carlson believes executive coaching can’t be confined to the workplace. It has to be holistic, taking into account that what applies at work applies at home as well.
Fri, Jul 06, 2018

Should You Stay or Should You Go?

Pros and Cons of IRA Rollovers
If you’re changing jobs or getting ready to retire, you may be considering an IRA rollover – which means transferring funds from a qualified retirement plan, like a 401(k) or 403(b) account, to an IRA. But before you move your stash, be sure to do your homework.
Tue, Jun 26, 2018

To The Top of Mount Everest and Back

“As a kid, I had a Helen Keller poster on my wall that read ‘You can accomplish anything you put your mind to,’” remembers Matt Brennan. “Mt. Everest is the ultimate test to that saying. It represents the pinnacle of achieving what is possible.” This spring, Brennan is on his way to become the first Cincinnatian to climb Earth’s highest mountain.
Tue, May 22, 2018

Forging Strategic Partnerships to Protect Clients

Investors rejoiced when the current bull market reached its eighth straight year of rising United States stock prices. However, as with anything as volatile as the stock market, it also leaves investors on edge as they wait for the next downturn or recession.
Tue, Mar 27, 2018

Three Simple Strategies to Reduce Tax-Time Stress

As many of us know too well, there is no way to escape filing your taxes. It can be a stressful time.
Tue, Mar 13, 2018

A New Year - A New Financial Opportunity

Tis the season of resolutions, and while almost half of Americans make New Year’s resolutions, very few are successful in seeing them through. While many will rightfully focus on physical wellness by eating healthier or working out at the gym, we believe you should also focus on your financial wellness.
Tue, Feb 27, 2018

In Retirement, Plan to Make Your Money Last

Planning for retirement is a lifelong process that should begin as soon as you start working and continue throughout your retirement years. But whether you are five years from retiring or 30, the following can help you achieve financial security for when the big day finally comes.
Wed, Dec 27, 2017

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