January 2023 Newsletter
Welcome to 2023
December 2022 Newsletter
Winter is Here
November 2022 Newsletter
October 2022 Newsletter
September 2022 Newsletter
Football is back!
August 2022 Newsletter
Back to School!
July 2022 Newsletter
Beat the heat this summer!
June 2022 Newsletter
Summer has arrived!
May 2022 Newsletter
April Showers Bring May Flowers
April 2022 Newsletter
Spring is Here!
Watch along to learn about Home Bias
March 2022 Newsletter
February 2022 Newsletter
Valentine's Day and Super Bowl Fun!
January 2022 Newsletter
Getting the New Year Started!
Watch along to learn about Herd Mentality
December 2021 Newsletter
Learn about what is happening during the last month of 2021.
It’s Sweater Weather
Learn about the month of October by reading our Newsletter.
Autumn Skies and Pumpkin Pies
Learn about or tips and adventures we did in September. Also, It's that time of year where you can start to wear sweaters and comfy/ fuzzy socks! What do you love most about Autumn?
Beginning of Fall
September is when the weather starts to cool down and it is almost time for "sweater weather." Also, we have added a new member to our team.
Back to School
August is the time where students and teachers go back to school and weather starts to cool down!
Happy 4th of July
A little bit of summer is what the whole year is about!
June is here, and our team is looking forward to a fun filled summer.
Here Comes the Sun!
Our team is welcoming in the warm Spring weather in Cincinnati.
Valentine's Day, 2021 Style
Nothing says “I love you” like helping the world get back to normal! Happy Valentine’s Day, 2021 style.
“It’s been a Long December and there’s reason to believe, maybe this year will be better than the last.” - Counting Crows
Merry Christmas & Happy New Year!
In the spirit of tradition, our family would like to give back to you at Christmas by making a donation to your favorite charity.
Thanksgiving is only a few weeks away, and our team took some time to think about what we are most thankful for in 2020.
Fall is Here
Spooky season is here, and while trick or treating will look a little different this year, there are still plenty of COVID safe activities to do. We recommend heading to the pumpkin patch to pick out a pumpkin to carve, making some popcorn and watching a new scary movie, or trying out a virtual Halloween escape room!
Labor Day weekend is upon us, and it marks the unofficial end of the summer season. The annual celebration of workers creates a much deserved long weekend for many people. Take some time this weekend to relax and unwind from the stressful work week. Some ideas to help make the weekend a little more fun are a Picnic in the park, Kayaking or Canoeing, Golfing, Backyard Barbeque, or a Drive-In Movie!
Summer will be here soon and with its arrival comes our longest days of the year. Whether you’re doing some extra grilling, swimming, or listening to your favorite summertime songs – “Surfin’ Safari,” “The Boys of Summer,” and “Summer of ‘69” are some of our favorites, enjoy the daylight and be safe!
Sam Mathis, who has been interning with us, has officially graduated from UC! He graduates with a 3.8 GPA in finance, with a specialization in financial planning.
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
Let Us Help Calm Fears
It is human nature to want to be helpful to neighbors, co-workers, family, and friends. Naturally, we heard from many clients over the past few weeks during this volatile market, and want to extend our industry experience and (hopefully) calming demeanors to your families, friends, co-workers. Please let us know if there is anyone, whom you feel could benefit from a conversation or second opinion on wealth management strategy and we are happy to reach out to them.
This month we celebrate Groundhog Day, Presidents Day, and, most importantly, Valentine’s Day. When we think about Valentine’s Day, we think of chocolate!
Holiday Giving to YOUR Charities
In the spirit of tradition, our family would like to give back to you at Christmas by donating to your favorite charity. Simply call us or send an email to Lisa at firstname.lastname@example.org and let us know the name of your favorite charity by December 23rd. On Christmas Eve, we will draw three (different) names from the pool of client charities, and those three charities will receive a cash donation from our family on your behalf.
Life Insurance Awareness
September is Life Insurance Awareness Month. Over the last number of years, improvements in average life expectancy have prompted changes in many aspects of our lives, and life insurance is no exception.
Top Next Gen Advisor - Chris Moler!
Congratulations to Chris for his recognition as one of the top Next Gen Advisors. The Forbes state-by-state ranking of America’s Top Next-Generation Wealth Advisors recognizes advisors based on a variety of industry factors. Read more here. pressreleases.janney.com
Back to School - ALREADY?!
Can you believe the summer is already almost over and the kids (or grandkids) will be going back to school? Here are some fun facts about back to school craziness to help you cope!
July has been HOT in Cincinnati
With the summer in full swing, you might be running out of ways to describe the sweltering heat. Why not look to the rest of the country for inspiration? These colorful expressions will help you really get your point across.
Tips for preventing Cybercrime from an ex FBI Agent.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.