Real Estate Investing 101

By Mark Fissel
Posted on August 29th, 2019

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not […]

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on July 30th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

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Should You Invest Internationally?

By Mark Fissel
Posted on July 1st, 2019

Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your […]

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Beacon Hill’s Shorthill talks about financial literacy with Ohio legislators

By Mark Fissel
Posted on May 30th, 2019

The evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming number of people who have trouble […]

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Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

By Mark Fissel
Posted on May 30th, 2019

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in […]

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Time for a Mid-Year Investment Check

By Mark Fissel
Posted on May 30th, 2019

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. […]

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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

By Clint Edgington
Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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Mergers & Acquisitions: What’s in the Deal for Investors?

By Mark Fissel
Posted on April 25th, 2019

Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals worth $3.6 […]

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