Edit ModuleShow Tags

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

The Secret to 25 Years of Success – Consistency

The firm, which manages more than $13.8 billion, is celebrating its 25th anniversary. Founders William Bahl and Vere Gaynor hold the secrets to successfully protect and grow their client’s investment.
Tue, Mar 15, 2016

When it Comes to Financial Planning, Begin with the End in Mind

As part of a comprehensive financial plan, my team at Northwestern Mutual works with our clients to help identify risks to retirement income. One of the biggest retirement risks is taxes – reducing your income and leaving you with less money to spend on what’s important to you.
Mon, Feb 22, 2016

Taking a Severance Package

Over the last year, buyout and job changes have become a hot topic locally. It begs the question “when taking a package or job change opportunities are presented, what does that mean for your financial plan?”
Thu, Jan 21, 2016

Planning for Charitable Giving

Wealth Dimensions Group, a 29-year-old financial planning firm based in Symmes Township, enables clients to manage their finances by having a comprehensive financial plan for every stage in their life. By taking the time to focus your giving, you are able to clarify your goals, determine the ideal use of your resources, measure your progress and have a clear plan to achieve your giving purpose.
Wed, Jan 13, 2016

BLOG: Talking with Grandkids About Money

Being a grandparent is a wonderful opportunity to share your life experiences, love and knowledge with your grandkids. And, it’s important to share your insights about finances, too.
Mon, Dec 21, 2015

Helping Protect Clients Into the Future

Now celebrating 25 years of success – growing from a firm that managed $22 million in 1992 to over $1 billion nationwide, Horter Investment Management, LLC holds the keys to sound financial success.
Thu, Dec 17, 2015