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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

Diverse by Design

When Jacki Purcell took an internship position with Northwestern Mutual – Orlando in 2010, she knew she was starting a job where she would help people build wealth, protect their wealth, plan and pursue their passions. What she didn’t know was she was starting a career where she had the ability to change a community.
Mon, Sep 12, 2016

Portfolio Diversification: Less May Be More

A Starbucks Java Caramel Brulee Frappuccino Grande, a warmed Toffee Doodle cookie and a cheese danish croissant … all scrumptious, but too many bites might wreak havoc with your stomach. So it goes with portfolio diversification. Too much diversification and there goes your portfolio, leaving you with a bad case of diworsification.
Mon, Aug 29, 2016

Groundbreaking Growth

Horter Investment Management, LLC, a $1B asset firm, has expanded to more than 250 investment advisor representatives and more than 100 additional investment advisor representatives with 50 independent advisory firms.
Mon, Aug 22, 2016

The Importance of Having a Plan

Although Deeter Advisory Group first opened its doors six years ago, founder Josh Deeter, has been in the financial industry for more than a decade. Today, Deeter Advisory Group provides best-in-class wealth management to a wide range of approximately 70 clients of all ages, including individuals, families and small business owners.
Tue, Jun 28, 2016

Simplifying the Stock Market

11Charts.com is a resource that cuts through the noise, providing institutional-quality insights. Ross Haber and Andre Neidich founded 11Charts.com to empower investors by providing actionable stock ideas.
Tue, Jun 14, 2016

The Financial States of America: More Than Two Thirds of US Adults Believe They Will Outlive their Savings

Northwestern Mutual study also reveals Americans are contending with mounting debt, high healthcare costs, and concerns over Social Security
Thu, Jun 02, 2016

Need an Alternative?

A Look Inside Two Cincinnati Alternative Investment funds
After the great recession, John Dovich, president of John D. Dovich & Associates, LLC realized that client strategies needed to evolve with more diverse, non-traditional options.
Thu, May 26, 2016

Market Volatility: What to Do

There is a lot about our current market that can feel scary. The argument can be made right now that there is no place to hide. That being said, if investors never invested when the headlines were bad, they would have missed quite an extraordinary run over the last 30 years. David Shuley and Ben Beshear have tips to help you succeed.
Tue, Apr 05, 2016