Client Corner

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Health Care Mess – Opportunity or Land Mine

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

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Will the election impact your investments?

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

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How will interest rates affect my account?

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

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Preparing to Retire in a Down Market

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

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Will Social Security Exist When I Need It?

Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good resources that have answered the questions adequately.

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What does the Election mean for Investments?

What does the election mean for investments? Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good