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Market Update

Market Update

Posted on Tuesday, January 19, 2016 You’ve undoubtedly now seen multiple headlines about how weakly stock markets have started the New Year, so we believe a brief note about this year’s markets is in order.
3rd Quarter 2015 Review & Outlook

3rd Quarter 2015 Review & Outlook

Posted on Thursday, November 05, 2015 The theme for the third quarter was volatility due to slowing growth in China and the continued weakening of commodities prices in copper, oil, and iron ore, which negatively impacted countries,such as Russia, that rely heavily on these industries.
David Nienaber, CPA, CFP® and Joe Patterson, CFP® with Chris DeSimio's "Cincinnati Edition

David Nienaber, CPA, CFP® and Joe Patterson, CFP® with Chris DeSimio's "Cincinnati Edition

Posted on Monday, December 14, 2015 David Nienaber, CPA, CFP® and Joe Patterson, CFP® appeared on Chris DeSimio's WVXU "Cincinnati Edition" program that aired on Friday, December 11, 2015.
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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