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Market Commentary 1st Quarter 2016

Market Commentary 1st Quarter 2016

Posted on Monday, April 11, 2016 Markets began the year with a swoon followed by a rapid recovery. After falling as much as 10.5% in mid-February, the S&P 500 Index turned and actually ended the quarter up nearly 1%.
4th Quarter 2015 Review & Outlook

4th Quarter 2015 Review & Outlook

Posted on Monday, February 08, 2016 2015 was a year of volatility and poor returns. High initial valuations, concerns about the Fed’s December increase in short-term interest rates, weak earnings growth, fears over the Chinese economy,and commodity prices played a role.

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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