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Talk…about money

Spring Cleaning

Organizing your financial life begins with getting your records in order. But managing the constant flow of new documents, while also retaining the old, can feel overwhelming. Left unattended, pay stubs, financial statements and tax forms can quickly pile up.   Here’s...

March Madness & Investing Bias

March Madness is here—the time of year when brackets get busted, Cinderella stories unfold, and emotions run high. But while the chaos is thrilling on the court, it’s the last thing you want in your investment portfolio. Just like in basketball, investors fall victim...

Investing In Volatile Times

March Madness is full of surprises. Every year, we see overconfident fans (and analysts) predict a flawless bracket—only to watch a Cinderella team bust it wide open. The same thing happens in investing. Overconfidence bias makes us believe we can predict market...

The Lind Family: A Cincinnati Tradition

Most of us know Joe Lind as our CEO.  Or “the guy from Elder”.  Here is a recent article from West Cincinnati Catholic Neighbors  (Feb 2025) and a great view of his family life. THE LIND FAMILY:  A CINCINNATI TRADITION For a city rooted in timeless traditions, time...
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