Q1 2024 Market Review

By Clint Edgington
Posted on April 22nd, 2024

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

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New High Interest Savings Accounts Help Ohio Homebuyers

By Anne Zavaglia
Posted on April 16th, 2024

The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence.  Ohio residents aged 18 or older […]

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Housing Market Trends: Are They Helping or Hurting the Economy?

By Content Administrator
Posted on April 1st, 2024

In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]

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Due Date Approaches for 2023 Federal Income Tax Returns

By Content Administrator
Posted on April 1st, 2024

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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Beware of These Life Insurance Beneficiary Mistakes

By Content Administrator
Posted on February 20th, 2024

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]

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The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

By Content Administrator
Posted on January 2nd, 2024

Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]

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Year-End 2023 Tax Tips

By Mark Fissel
Posted on December 1st, 2023

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]

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Q3 2023 Market Review

By Clint Edgington
Posted on October 12th, 2023

The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]

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