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12/28/16

Through many years of experience working with clients and advisors alike, it has become clear to me that many struggle with the fundamental concepts of investing. Investing is simply buying

12/08/16

What a month November turned out to be. I watched in disbelief as the numbers piled up. The momentum seemed to flow back and forth as tension mounted. Excitement, anxiety

12/08/16

Client Question? Does value exist in the health care space given all the political talk and huge declines? We believe opportunity always exist somewhere. Generally it is where the headlines

10/28/16

Elections can impact markets but not as much as you might think. If you have a good plan, stick with it. *Snippet of article by Fidelity Viewpoints, 10/26/2016 that we

10/27/16

Deeper Dive into the Federal Reserve and Rate Hikes Watching my kids ride a bike for the first time now ranks among my proudest moments as a dad. There was

10/27/16

Let me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great economic times and sub par investment returns. Investments in

09/21/16

Our question of the month from clients is, what will happen if rates increase? Below is a great response from one of our Perrysburg, OH advisor partners, Adam Cufr. We

09/20/16

Investment Risk or Outcome Uncertainty ?? Understanding the difference between risk and uncertainty will be the key determinant to your success as an investor and possibly your success in life!

09/06/16

In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be