by Joe Lind | Feb 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
by Joe Lind | Feb 6, 2025 | Investing
Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...
by Joe Lind | Feb 4, 2025 | Investing
We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...
by Joe Lind | Jan 29, 2025 | Uncategorized
In Cincinnati, the phrase “pitchers and catchers reporting” is more than a sign of spring—it’s the start of something magical. For Reds fans, it marks the first step toward Opening Day, a beloved holiday that celebrates fresh beginnings and endless...
by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
