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Market Commentary 2nd Quarter 2016

Market Commentary 2nd Quarter 2016

Posted on Wednesday, July 06, 2016 In spite of a January swoon after the Fed's interest rate hike in December and the Brexit shock and recovery in late June, the first half of 2016 was generally investor friendly.
1st Quarter 2016 Review & Outlook

1st Quarter 2016 Review & Outlook

Posted on Monday, May 09, 2016 A Vanguard study attempts to estimate the value proposition of using an advisor with best practices in wealth management and terms these value-adds collectively as “Advisor’s Alpha”. The value of working with an advisor is subjective, individual to each investor, and challenging to quantify.

Beth Green, CFA, Quoted in the Cincinnati Business Courier

Posted on Monday, April 04, 2016 Beth Green, CFA, was quoted in the Cincinnati Business Courier article "These Cincinnati Public Companies Have the Most Cash Stashed Away: Slideshow" by Steve Watkins on March 30, 2016.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.
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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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