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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

Physicians Face Challenges in Today’s Financial Landscape

Venue Magazine teamed with John Dovich, president, of John D. Dovich & Associates, LLC to understand some of the financial challenges doctors are facing in the new healthcare landscape. Dr. Paul Korn, part owner of Landen Lake Pediatrics; Dr. Mark Deutsch, an ear, nose and throat doctor with a practice owned by TriHealth; and Dr. Phil Diller, Chair and Fred Lazarus, Jr. Endowed Professor of Family and Community Medicine at the University of Cincinnati, participated in a discussion to shed light on those challenges.
Wed, Nov 04, 2015

How Will You Tell Your Exit Story

Preparing and transferring a company for its highest value takes time – on average, between five and seven years. That’s where Dovich & Associates and Cooney Faulkner & Stevens come in. The two firms often work together to help guide business owners through the process.
Thu, Oct 15, 2015

True Simplification for your Year-End Tax Planning

Without the know-how of an experienced tax expert, you and your business have the potential of missing out on valuable benefits. Fortunately, professionals such as Curt Wenzler, shareholder and CPA for VonLehman CPA & Advisory Firm, help eliminate this unwanted stress.
Wed, Oct 14, 2015

Wealth Management and Asset Protection

Looking Into the Financial Future
It’s imperative that investors have the information they need to make good choices with their money. LEAD Magazine sat down with many of the best wealth management firms in Greater Cincinnati to hear what they had to say about how best to look forward and plan for both the best and the worst of economic times.
Tue, Oct 13, 2015

Financial Planning for the Year’s End and Beyond

The end of the year is approaching, which means it’s almost time for businesses to batten down the hatches and prepare for the fourth quarter.
Wed, Sep 30, 2015

A Bucket List: The Key to Your Financial Plan?

The bucket list – it’s common vernacular with the sole focus of helping you determine, prioritize and perform each undone task or unseen vista with a simple series of checkmarks.
Tue, Sep 08, 2015

Helping a Community and Your Portfolio

Most Americans who are serious about entering the market choose an investment firm to help guide them and manage their portfolio. The best solution is to get to know an investing firm on a more personal level, instilling a sense of trust and closeness with the person handling your family’s finances.
Mon, Aug 17, 2015

5 Reasons Why Keeping your Life Insurance Can Help in Your Retirement Years

A sound retirement plan requires a diverse financial plan to ensure you achieve your goals and attain financial security. Understanding the advantages of using life insurance in a plan can add one more option for ensuring that path to financial security.
Mon, Aug 10, 2015

Making Connections: A Reality Check for Your Future

Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes more challenging. That’s why a majority of people fail to achieve their long-term financial goals...
Mon, Jun 15, 2015